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- Tasks: Help clients secure their assets through estate planning and will writing.
- Company: Join a leading team with over 50 years of experience in financial services.
- Benefits: Earn between £50k - £100k OTE, enjoy flexible hours, and receive comprehensive training.
- Why this job: Make a real impact while enjoying freedom and growth in a high-demand industry.
- Qualifications: Strong communication skills and a consultative sales approach are essential.
- Other info: Initial investment of £1195 for a start-up kit including a tablet and sales materials.
The predicted salary is between 36000 - 60000 £ 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 employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with the latest trends in estate planning and will writing. Understanding the current landscape will not only boost your confidence during interviews but also demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the financial services and estate planning sectors. Attend relevant events or join online forums to connect with others who can provide insights or even referrals for opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss real-life scenarios where you’ve successfully used consultative sales techniques. Being able to share specific examples will showcase your skills and make you a more attractive candidate.
✨Tip Number 4
Research our company values and mission at StudySmarter. Tailoring your conversation to align with our goals will show that you’re not just looking for any job, but that you genuinely want to be part of our team.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with the key skills required, such as consultative sales and strong communication abilities.
Tailor Your CV: Customise your CV to highlight relevant experience in sales or financial services. Emphasise any previous roles where you've demonstrated a consultative approach or entrepreneurial spirit.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your understanding of the industry. Mention how your skills align with the company's mission to help secure people's assets.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.
How to prepare for a job interview at Click To Hired
✨Understand the Industry
Familiarise yourself with the estate planning and will writing industry. Knowing the current trends, challenges, and the importance of having a will can help you demonstrate your passion and commitment during the interview.
✨Showcase Your Consultative Skills
Since the role requires a consultative sales approach, prepare examples from your past experiences where you've successfully engaged with clients, understood their needs, and provided tailored solutions. This will highlight your suitability for the position.
✨Prepare Questions
Have insightful questions ready to ask the interviewer about the company’s approach to estate planning and how they support their consultants. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Demonstrate Flexibility and Self-Management
As the role offers self-managed scheduling, be prepared to discuss how you effectively manage your time and priorities. Share any relevant experiences that showcase your ability to work independently while achieving targets.
