Estate Planning Consultant in Lancaster

Estate Planning Consultant in Lancaster

Lancaster Freelance 50000 - 100000 £ / year (est.) Home office (partial)
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, enjoy flexible hours, and receive comprehensive training.
  • Other info: Join a supportive environment with excellent growth potential.
  • Why this job: Make a real impact in a high-demand industry while enjoying freedom over your schedule.
  • Qualifications: Consultative sales approach, strong communication skills, and entrepreneurial spirit.

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 as an Estate Planning Consultant, 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 (Estate Planning Consultant Benefits):

  • 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 Estate Planning Consultant?

  • Consultative sales approach and entrepreneurial spirit.
  • Strong communication skills and a passion for the industry.

Estate Planning Consultant in Lancaster 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 not only provide comprehensive training and support but also empower our Estate Planning Consultants to earn significantly while making a meaningful impact in people's lives. Join us to be part of a dynamic team that values growth, innovation, and the importance of securing assets for families across the UK.
CITRUS CONNECT

Contact Detail:

CITRUS CONNECT Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Estate Planning Consultant in Lancaster

✨Tip Number 1

Network like a pro! Attend industry events, join online forums, and connect with professionals in estate planning. The more people you know, the better your chances of landing that dream role.

✨Tip Number 2

Practice your pitch! You never know when you'll meet someone who could help you land a job. Be ready to explain why you're passionate about estate planning and how you can make a difference.

✨Tip Number 3

Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content and engage with others in the industry to get noticed.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. Don’t miss out on the chance to join a leading team in estate planning – your future self will thank you!

We think you need these skills to ace Estate Planning Consultant in Lancaster

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

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!

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid fluff and get straight to the facts about why you're the perfect fit for us.

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 in a high-demand industry.

How to prepare for a job interview at CITRUS CONNECT

✨Know Your Stuff

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. Practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate the interview environment and get comfortable discussing complex topics in simple terms.

✨Demonstrate Your Consultative Approach

Prepare examples from your past experiences where you've successfully used a consultative sales approach. Highlight how you listened to clients' needs and provided tailored solutions. This will illustrate your ability to connect with clients and build trust.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready. Inquire about the company's training programmes or how they support their consultants in the field. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.

Estate Planning Consultant in Lancaster
CITRUS CONNECT
Location: Lancaster

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