At a Glance
- Tasks: Help people secure their assets through will writing and estate planning.
- Company: Join a leading team in the UK with over 50 years of experience.
- Benefits: Earn between £50k-£100k OTE, enjoy flexible hours, and receive top-notch training.
- Other info: Comprehensive support and a start-up kit provided for your success.
- Why this job: Make a real impact while enjoying freedom and fantastic earnings.
- Qualifications: Strong communication skills and a consultative sales approach are essential.
The predicted salary is between 50000 - 100000 £ per year.
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.
The Opportunity: In this role, you will have freedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.
We Offer:
- Earn Big: £50k - £100k OTE, self-employed with uncapped commission.
- Enjoy Flexibility: Self-managed scheduling and flexible working hours.
- Receive Top-Notch Training: Full sales, marketing, and product training provided.
- Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment.
- Make a Difference: Help secure people's assets and provide peace of mind.
Are You the Ideal Candidate?
- Consultative sales approach and entrepreneurial spirit.
- Strong communication skills and a passion for the industry and sales.
- Independent, motivated, and adept at generating referrals.
- Presentable and ready to impress.
- Have access to a car and driver's licence.
- Ability to get out of your comfort zone.
Key Responsibilities:
- Conduct online and face-to-face Will instructions.
- Upsell services such as Trusts, Funeral Plans, and Document Storage.
- Generate leads with our full training and support system.
Apply Now For An Immediate Interview!
Estate Planning Consultant in Northumberland employer: CITRUS CONNECT LTD
Join a leading team in the UK’s estate planning sector, where you will enjoy unparalleled flexibility and the potential for significant earnings as an Estate Planning Consultant. With over 50 years of experience, our company fosters a supportive work culture that prioritises employee growth through comprehensive training and resources, allowing you to make a meaningful impact while securing your financial future. This role not only offers the chance to thrive in a high-demand industry but also empowers you to help individuals safeguard their assets, making every day rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Northumberland
✨Tip Number 1
Network like a pro! Get out there and connect with people in the estate planning field. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or mentors. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Show off your skills! Create a personal brand that highlights your consultative sales approach and passion for the industry. Use social media to share insights, tips, and success stories related to estate planning. This will not only showcase your expertise but also attract potential clients and employers.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as an Estate Planning Consultant. Think about how you would upsell services like Trusts or Funeral Plans. The more comfortable you are with these conversations, the more confident you'll be in front of potential employers.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get noticed. Plus, we’re always on the lookout for motivated individuals who are ready to make a difference in the estate planning world. Don’t miss out on this opportunity!
We think you need these skills to ace Estate Planning Consultant in Northumberland
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for estate planning shine through. We want to see that you’re genuinely interested in helping people secure their assets and provide peace of mind.
Tailor Your CV:Make sure your CV is tailored to the Estate Planning Consultant role. Highlight relevant experience, especially in consultative sales and communication skills, as these are key to impressing us.
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforwardness, so avoid fluff and focus on what makes you a great fit for the role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you understand the ins and outs of estate planning. Brush up on key terms like wills, trusts, and funeral plans. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to role-play common scenarios with a friend to get comfortable with consultative sales approaches.
✨Demonstrate Your Entrepreneurial Spirit
This role requires a self-motivated attitude. Be ready to share examples of how you've taken initiative in past roles or projects. Highlight any experiences where you've successfully generated leads or referrals, as this will resonate well with the interviewers.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can set the tone for a positive interview experience, especially in a client-facing role like this one.
