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- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading team with over 50 years of experience in financial services.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive comprehensive training.
- Why this job: Make a real impact while enjoying freedom and growth potential in a high-demand industry.
- Qualifications: Strong communication skills and an entrepreneurial spirit are essential.
- Other info: Start-up kit provided for a one-off investment of £1195.
The predicted salary is between 30000 - 70000 £ 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 sales. Independent, …
Estate Planning Consultant employer: 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
Familiarize yourself with the estate planning landscape in the UK. Understanding current trends, common concerns, and legal requirements will help you engage effectively with potential clients and demonstrate your expertise.
✨Tip Number 2
Network with professionals in related fields such as financial advisors, solicitors, and accountants. Building these connections can lead to referrals and enhance your credibility as an Estate Planning Consultant.
✨Tip Number 3
Develop a strong personal brand that highlights your consultative sales approach and entrepreneurial spirit. Use social media platforms to share valuable insights about estate planning, which can attract potential clients and showcase your knowledge.
✨Tip Number 4
Prepare for the interview by practicing your communication skills. Role-play common client scenarios to demonstrate your consultative approach and ability to address client concerns effectively during the hiring process.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Estate Planning Consultant position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in sales or estate planning. Use specific examples that demonstrate your consultative sales approach and strong communication skills.
Show Your Passion: Express your enthusiasm for the estate planning industry in your application. Share why you are passionate about helping people secure their assets and how you can make a difference in their lives.
Customize Your Application: Make sure to customize your CV and cover letter for this specific role. Use keywords from the job description and align your skills and experiences with what the company is looking for.
How to prepare for a job interview at CITRUS CONNECT
✨Show Your Consultative Sales Skills
Demonstrate your consultative sales approach during the interview. Prepare examples of how you've successfully identified client needs and provided tailored solutions in previous roles.
✨Highlight Your Communication Skills
Strong communication is key in this role. Be ready to discuss how you effectively communicate complex information to clients, ensuring they understand their options and feel confident in their decisions.
✨Express Your Entrepreneurial Spirit
This position offers flexibility and independence. Share experiences that showcase your entrepreneurial mindset, such as initiatives you've taken or challenges you've overcome in past roles.
✨Prepare for Questions on Industry Knowledge
Familiarize yourself with current trends in estate planning and will writing. Be prepared to discuss why you are passionate about this industry and how you can contribute to helping clients secure their assets.
