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- Tasks: Guide families in securing their legacy and protecting assets through estate planning.
- Company: Join a leading company transforming the estate planning landscape for over 50 years.
- Benefits: Enjoy uncapped earnings, flexible self-employment, and comprehensive training.
- Why this job: Make a meaningful impact while building a successful career in a supportive environment.
- Qualifications: Looking for driven sales professionals with excellent communication skills and a passion for helping others.
- Other info: This role offers a recession-proof career with the freedom to manage your own schedule.
The predicted salary is between 50000 - 100000 £ per year.
Empower Families as a Will & Estate Planner. Are you a driven person with a passion for helping others? Do you thrive in a role that allows you to make a real difference in people's lives? As a Will & Estate Planner, you'll guide families through the crucial process of securing their legacy and protecting their assets for generations to come.
What You'll Get as a Will & Estate Planner:
- Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
- Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
- Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
- Make a Meaningful Impact: Help families protect their assets and secure their futures.
- Positive and Supportive Environment: Join a team that values excellence, innovation, and making a difference.
About the Role:
As a Will & Estate Planner, you'll play a crucial role in guiding clients through the often-complex world of estate planning. You'll help them create wills, establish trusts, and understand the importance of lasting powers of attorney. This is a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.
What You'll Do as a Will & Estate Planner:
- Engaging online and face-to-face consultations are conducted to understand clients' needs and provide expert advice.
- Draft wills and other essential estate planning documents with accuracy and attention to detail.
- Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.
- Leverage your training and resources to generate leads, build relationships, and close sales effectively.
Who We're Looking For:
- Experienced sales professionals with a consultative approach and a passion for helping others.
- Entrepreneurial individuals with a strong work ethic and the ability to self-manage.
- Excellent communicators who can build rapport and explain complex information clearly.
- Individuals with a professional demeanour who can make a positive and lasting impression.
Ready for a recession-proof career that empowers families and builds you a rewarding career? Apply now to become a Will & Estate Planner!
Estate Planner employer: Citrus Connect Recruitment
Contact Detail:
Citrus Connect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner
✨Tip Number 1
Network with professionals in the financial services and estate planning sectors. Attend local events, workshops, or seminars to meet potential clients and industry peers who can refer you.
✨Tip Number 2
Develop a strong online presence by sharing valuable content related to estate planning on social media platforms. This will help establish you as an expert in the field and attract clients looking for guidance.
✨Tip Number 3
Consider joining relevant professional associations or groups that focus on estate planning. This can provide you with additional resources, training opportunities, and connections that can lead to potential clients.
✨Tip Number 4
Utilise testimonials and case studies from satisfied clients to showcase your expertise and the positive impact you've made. This can build trust with potential clients and encourage them to choose you as their estate planner.
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. Emphasise any previous roles where you've helped clients, as this aligns with the consultative approach they are looking for.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping families secure their legacies. Share specific examples of how you've made a difference in previous roles and why you're excited about the opportunity to work as a Will & Estate Planner.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application reflects your ability to explain complex information clearly. Use concise language and structure your application logically to demonstrate your skills.
Highlight Your Entrepreneurial Spirit: As this position is self-employed, showcase any entrepreneurial experiences you have. Discuss how you've managed your own projects or initiatives, which will illustrate your ability to self-manage and thrive independently.
How to prepare for a job interview at Citrus Connect Recruitment
✨Show Your Passion for Helping Others
As a Will & Estate Planner, your role is all about making a difference in people's lives. Be sure to express your genuine passion for helping families secure their legacies during the interview. Share personal stories or experiences that highlight your commitment to this cause.
✨Demonstrate Your Sales Skills
Since the position requires experienced sales professionals, prepare to discuss your previous sales achievements. Use specific examples to illustrate how you've successfully closed deals and built relationships with clients. This will showcase your consultative approach and ability to drive results.
✨Understand the Industry
Familiarise yourself with the basics of estate planning and the services offered, such as wills, trusts, and powers of attorney. Being knowledgeable about the industry will not only impress your interviewers but also help you answer questions more effectively.
✨Prepare Questions for the Interviewers
Engage your interviewers by preparing thoughtful questions about the company culture, training programmes, and growth opportunities. This shows your interest in the role and helps you assess if the company aligns with your career goals.
