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- Tasks: Guide clients through Will instructions and promote essential estate planning services.
- Company: Innovative team transforming Will Writing and Estate Planning in the UK.
- Benefits: Earn £50k-£100k with uncapped commission and enjoy complete flexibility.
- Why this job: Make a real difference while building a rewarding career in a booming industry.
- Qualifications: Strong communication skills and a consultative sales approach.
- Other info: Join a supportive team and receive top-tier training for your success.
Secure Futures, Build Your Career: Become a Will & Estate Planner (£50k-£100k OTE)! Be part of an innovative team committed to transforming Will Writing and Estate Planning services in the UK. With over 50 years of expertise, we’ve safeguarded the assets of thousands of families. In a world where 60% of the population lacks wills, our mission to provide peace of mind has never been more critical. Be a part of something bigger—help us make a difference.
The Opportunity: As a Will & Estate Planner, you’ll play a vital role in guiding clients through Will instructions and promoting crucial services like Lasting Powers of Attorney and Trusts. Whether you’re starting fresh or bringing years of experience, our world-class training ensures you’ll excel and make a meaningful impact.
Why this Will & Estate Planner role is perfect for you:
- Exceptional Earnings: Achieve £50k - £100k with uncapped commission. The more you help families, the more you earn!
- Complete Flexibility: Manage your own schedule and work on your terms, achieving a true work-life balance.
- Top-Tier Training: Receive extensive sales, marketing, and product training to ensure your success.
- Comprehensive Support: Get a start-up package including a tablet and sales kit for a one-off £1195 investment (payment options available).
- Positive Work Environment: Thrive in a supportive team that values excellence and innovation.
- Shape Your Own Success: This is a self-employed commission-only role that rewards your hard work and dedication. With uncapped earning potential and a supportive company behind you, the sky's the limit!
What you’ll do as a Will & Estate Planner:
- Conduct engaging online and face-to-face Will instructions, providing expert guidance to clients.
- Promote and upsell essential services such as Trusts, Funeral Plans, and Document Storage.
- Leverage our robust training to generate leads and close sales effectively.
Do you have what it takes to be a successful Will & Estate Planner?
- Consultative Sales Approach: You have a consultative sales approach with an entrepreneurial mindset.
- Strong Communicator: You possess strong communication skills and a passion for helping others.
- Self-Directed and Driven: You are self-directed, self-motivated, and skilled at generating referrals.
- Professional: You present yourself professionally and make a lasting impression.
This Role Offers:
- Impact: Make a real difference by helping people protect their loved ones' futures.
- Growth: Build a career with limitless potential in a booming industry.
- Flexibility: Enjoy the freedom to balance your work with your life.
- Be Part of a Mission: Join a company that’s making a real difference in the lives of families across the UK.
Apply Now For An Immediate Interview!
Will & Estate Planner employer: CITRUS CONNECT LTD
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Will & Estate Planner
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential clients and other professionals. The more people you know, the better your chances of landing that Will & Estate Planner role.
✨Tip Number 2
Show off your skills! Create a personal brand online by sharing insights about estate planning on social media or a blog. This not only showcases your expertise but also attracts clients who need your help.
✨Tip Number 3
Practice your pitch! Whether it’s face-to-face or online, being able to clearly communicate your value is key. Role-play with friends or family to refine your approach and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and shows you’re serious about joining our mission to help families secure their futures. Plus, we love seeing passionate candidates!
We think you need these skills to ace Will & Estate Planner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Will & Estate Planner role. Highlight your consultative sales approach and any relevant experience that shows you can help families secure their futures.
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate how you effectively engage with clients. Share examples of how you've helped others in the past, whether through face-to-face interactions or online.
Emphasise Your Entrepreneurial Spirit: We love self-motivated individuals! In your application, mention any experiences where you've taken initiative or generated leads on your own. This will show us you're ready to thrive in a commission-only environment.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly for an interview!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Before the interview, make sure you understand the basics of Will writing and Estate planning. Familiarise yourself with key terms like Lasting Powers of Attorney and Trusts. This will not only show your enthusiasm but also help you answer questions confidently.
✨Showcase Your Communication Skills
As a Will & Estate Planner, strong communication is key. Practice explaining complex concepts in simple terms. During the interview, demonstrate your ability to engage with clients by using relatable examples or scenarios that highlight your consultative sales approach.
✨Highlight Your Entrepreneurial Spirit
This role requires a self-directed and driven mindset. Be prepared to discuss times when you've taken initiative or generated leads on your own. Share specific examples that showcase your entrepreneurial spirit and how it can benefit the company.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s mission and training programmes. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.