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- Tasks: Build your own client pipeline and present tailored estate planning solutions.
- Company: Join Honey Legal, a leading estate planning company with a supportive culture.
- Benefits: Flexible freelance role with generous commissions, training, and work-from-home options.
- Why this job: Make a real difference in people's lives while earning great money on your terms.
- Qualifications: Sales experience preferred; we provide extensive training for newcomers.
- Other info: Enjoy performance incentives, mentorship, and opportunities to build your own team.
The predicted salary is between 40000 - 80000 £ per year.
Honey Legal has grown from humble beginnings 15 years ago, to become one of the UK's leading Estate Planning companies, with consultants throughout England and Wales. Due to our continued success, we are expanding our sales operation and are looking for talented, freelance Sales Professionals to join our Estate Planning team across the country, who can flourish within a unique direct sales environment. This is a freelance commission based role.
The support & Benefits:
- We will provide training and a full support program to assist you in developing your own business.
- We will help you establish your personalised social media pages to generate quality opportunities.
- A full starter package to get your business up and running quickly.
- Enhanced commission on self-generated or referred business.
- A generous referral scheme to help you generate quality appointments.
- A wide network of support from experienced management.
- Very comprehensive, unlimited training carried out remotely, online and face-to-face.
- A very experienced back-office team to process your orders.
- Very exciting performance incentives.
- A mentor to help you.
- Regular Company events.
- Referral programme.
- Work from home.
Requirements:
- Your own reliable transport to attend client meetings.
- Experience of estate planning is an advantage but as we provide a very extensive training package, it is not essential.
- The ability to deal calmly and professionally with challenging situations.
- A minimum of 2 years sales experience, ideally in a field-based role.
- The ability to generate your own pipeline to add to any Company provided, confirmed leads (these are not guaranteed).
- Ability to close qualified appointments but always following the Company ethos of doing the right thing for the client.
- Ability to be flexible in approach to your working week as some appointments are evenings and weekends.
- Proven ability to work under pressure and deliver challenging sales targets.
- Demonstrable track record in sales and lead conversion.
- Experience of team building (there are incentives to develop your own team).
- Knowledge of Microsoft packages.
The core responsibilities of the Sales Consultant will include:
- Generate your own pipeline, initially you will be building your own pipeline but may then receive our company appointments for your area.
- Request fulfilment of any requests for literature.
- Qualify a customer's requirements and present products that meet those requirements.
- Prepare orders and follow the due diligence requirements of our business.
- A windows compatible laptop is needed for the online systems we use.
Job Types: Full-time, Part-time, Freelance
Earnings: £40,000.00-£80,000.00 per year
Estate Planner employer: Honey Legal
Contact Detail:
Honey Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the estate planning field. Attend local events, join relevant groups on social media, 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 freelance gig!
✨Tip Number 2
Show off your skills! Create a personal brand that highlights your expertise in sales and estate planning. Use social media to share valuable content, success stories, and tips. This not only builds your credibility but also attracts potential clients who are looking for someone knowledgeable.
✨Tip Number 3
Practice makes perfect! Before heading into client meetings, role-play different scenarios with friends or family. This will help you refine your pitch and prepare for any tough questions. Remember, confidence is key when closing those deals!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and support waiting for you. Plus, it’s a great way to get noticed by our team. So, what are you waiting for? Let’s get you started on this exciting journey in estate planning!
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Show Your Sales Skills: When you're writing your application, make sure to highlight your sales experience. We want to see how you've closed deals and built relationships in the past. Use specific examples to show us what you can bring to the table!
Tailor Your Application: Don't just send a generic application! Take the time to tailor your CV and cover letter to match the Estate Planner role. Mention how your skills align with our company ethos and the unique direct sales environment we offer.
Be Professional Yet Personable: While we love a professional tone, don’t be afraid to let your personality shine through! We’re looking for someone who can connect with clients, so showing a bit of your character in your application can really help you stand out.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Honey Legal
✨Know Your Stuff
Before the interview, make sure you understand the estate planning industry and Honey Legal's position in it. Familiarise yourself with their services and how they differentiate themselves from competitors. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences in detail. Think of specific examples where you successfully generated leads or closed deals. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview. Practice how you would approach a potential client, qualify their needs, and present solutions. This is a chance to demonstrate your sales techniques and how you handle objections.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready. Ask about the training programme, support structures, or performance incentives. This shows that you're not just interested in the role but also in how you can grow within the company.