Estate Planning Consultant in Somerset

Estate Planning Consultant in Somerset

Somerset 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 Somerset 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 Somerset

✨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 use online resources to refine your answers. The more prepared you are, the more confident you'll feel when it’s time to impress your potential employer.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, take a few minutes to check out our listings and get your application in!

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

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

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 tell us why you’re passionate about estate planning and how you can make a difference. Be genuine and let your personality come through – we love to see enthusiasm!

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 for us to receive your application and ensures you don’t miss out on any important updates from our team!

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

Interviews are a two-way street! Prepare thoughtful questions about the company's culture, training programmes, and growth opportunities. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Estate Planning Consultant in Somerset
CITRUS CONNECT
Location: Somerset

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