Estate Planning Consultant in Lincolnshire

Estate Planning Consultant in Lincolnshire

Lincolnshire 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 top-notch training.
  • Other info: Comprehensive support with a start-up kit for a one-off investment.
  • 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 Lincolnshire 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 achieve significant earnings 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 Lincolnshire

✨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 job!

✨Tip Number 2

Showcase your skills! Create a personal brand that highlights your expertise in estate planning. Use social media platforms to share insights, tips, and success stories. This not only positions you as a knowledgeable consultant but also attracts potential clients who are looking for someone just like you.

✨Tip Number 3

Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly articulate your value as an Estate Planning Consultant is key. Role-play with friends or family to refine your approach and boost your confidence before meeting potential clients or employers.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you succeed in your job search. Plus, applying directly means you’ll be first in line for opportunities. Don’t miss out on the chance to join a leading team in this high-demand industry!

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

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
Relationship Building
Training and Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Estate Planning Consultant role. Highlight any relevant experience in sales or financial services, and don’t forget to showcase your consultative approach!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for estate planning and how you can make a difference. Be sure to mention why you’re excited about the opportunity and how your background makes you a great fit.

Showcase Your Communication Skills: As an Estate Planning Consultant, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. This could be through examples of past experiences or specific achievements.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!

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 interview questions and refine your responses.

✨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, as this aligns perfectly with what they’re looking for.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions that show your enthusiasm for the role and the company. Inquire about their training programmes or how they support consultants in achieving their targets. This shows you're serious about making a difference.

Estate Planning Consultant in Lincolnshire
CITRUS CONNECT
Location: Lincolnshire

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