Estate Planning Consultant

Estate Planning Consultant

Full-Time 36000 - 60000 £ / year (est.) No home office possible
CITRUS CONNECT

At a Glance

  • Tasks: Help clients secure their assets and provide peace of mind through estate planning.
  • Company: Leading team in Will Writing and Estate Planning services in the UK.
  • Benefits: Earn £50k - £100k OTE with uncapped commission and flexible working hours.
  • Other info: Receive comprehensive training and support to kickstart your career.
  • Why this job: Make a real impact in a high-demand industry while enjoying freedom over your schedule.
  • Qualifications: Strong communication skills and a consultative sales approach.

The predicted salary is between 36000 - 60000 £ per year.

Join theleadingteam 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 as a Estate Planning Consultant, you will havefreedom 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 (Estate Planning ConsultantBenefits): 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 ComprehensiveSupport: Start-up kit including a tablet, sales kit, and extensivesupportfor a one-off £1195 investment. Make a Difference: Help secure people’s assets and provide peace of mind. Are You the IdealEstate Planning Consultant? Consultative sales approach and entrepreneurial spirit. Strong communication skills and a passion for the industry and s…

Estate Planning Consultant employer: CITRUS CONNECT

As a leading provider in Will Writing and Estate Planning services, our company offers an exceptional work environment where flexibility and autonomy are paramount. With over 50 years of experience, we provide comprehensive training and support to ensure your success, alongside the opportunity for significant earnings and career growth in a high-demand sector. Join us to make a meaningful impact while enjoying the benefits of self-managed scheduling and a supportive team culture.
CITRUS CONNECT

Contact Detail:

CITRUS CONNECT Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Estate Planning Consultant

✨Tip Number 1

Network like a pro! Get out there and connect with people in the estate planning field. Attend industry events, join relevant online groups, 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

Showcase your skills! Create a personal brand that highlights your expertise in estate planning. Use social media platforms like LinkedIn to share insights, articles, or even your own experiences. This not only positions you as a knowledgeable candidate but also attracts attention from employers looking for talent.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to estate planning. Role-play with a friend or family member to build confidence. Remember, it’s not just about answering questions; it’s about demonstrating your consultative sales approach and passion for helping others secure their assets.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll get noticed faster and can showcase your enthusiasm for joining our leading team in estate planning. Plus, you’ll have access to all the resources we offer to help you succeed!

We think you need these skills to ace Estate Planning Consultant

Consultative Sales Approach
Entrepreneurial Spirit
Strong Communication Skills
Sales Skills
Marketing Knowledge
Customer Service Orientation
Negotiation Skills
Time Management
Problem-Solving Skills
Financial Acumen
Attention to Detail
Empathy
Relationship Building
Adaptability

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 genuinely care about helping people secure their assets and provide peace of mind.

Tailor Your CV: Make sure your CV is tailored to the role of Estate Planning Consultant. Highlight relevant experience and skills that align with our consultative sales approach and entrepreneurial spirit. We love seeing how your background fits with what we do!

Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Be personal, be engaging, and don’t forget to mention how you can contribute to our mission of making estate planning accessible to everyone.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!

How to prepare for a job interview at CITRUS CONNECT

✨Know Your Stuff

Before the interview, make sure you understand the basics of estate planning and will writing. Brush up on key terms and concepts, as well as the services offered by the company. This will show your genuine interest and help you answer questions confidently.

✨Showcase Your Communication Skills

As an Estate Planning Consultant, strong communication is key. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you've effectively communicated with clients or colleagues.

✨Emphasise Your Consultative Approach

Highlight your consultative sales approach during the interview. Share specific instances where you've successfully identified client needs and provided tailored solutions. This will illustrate your ability to connect with clients and build trust, which is crucial in this role.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's culture, training programmes, and growth opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your career goals. Plus, it makes for a more engaging conversation!

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