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- Tasks: Generate your own leads and attend qualified appointments to help clients with estate planning.
- Company: Join Honey Legal, a leading estate planning company with a supportive team culture.
- Benefits: Enjoy flexible working, competitive commission, and exciting performance incentives.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: Sales experience is essential; estate planning knowledge is a plus but not required.
- Other info: Comprehensive training provided, with huge progression opportunities and regular company events.
The predicted salary is between 40000 - 80000 £ per year.
Honey Legal has grown from humble beginnings 16 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 team, who can flourish within a unique direct sales environment.
This is a freelance, commission based role and involves developing your own pipeline as well as attending our qualified appointments after a qualifying period.
The support & Benefits:- We will provide some qualified leads that are confirmed by our dedicated call centre teams but the primary source of business will be your own lead generation process.
- 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 training carried out remotely, online and face-to-face.
- A team to confirm your Company appointments for you.
- A very experienced back-office team to process your orders.
- Very exciting performance incentives.
- A mentor to help you.
- Huge Progression Opportunity.
- Regular Company events.
- Referral programme.
- Work from home.
- 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 the Company provided, confirmed leads.
- 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.
- Generate your own pipeline in addition to the Company's qualified appointments, 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.
- Collect payment via secure payment methods.
- A windows compatible laptop is needed for the online systems we use.
Salary: £40,000.00-£80,000.00 per year
Benefits:
- Company events
- Employee discount
- Flexitime
- Profit sharing
- Referral programme
- Store discount
- Work from home
- Flexitime
- Monday to Friday
- Weekend availability
- Estate planning: 1 year (preferred)
- Field Based Sales: 2 years (required)
Estate Planner, Will Writers and Trust advisors in London employer: Honey Legal
Contact Detail:
Honey Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner, Will Writers and Trust advisors in London
✨Tip Number 1
Network like a pro! Attend local events or online meetups related to estate planning and sales. The more people you know, the more leads you can generate, and who knows, you might even find a mentor in the process!
✨Tip Number 2
Practice your pitch! Whether it's in front of a mirror or with friends, getting comfortable with your sales approach will help you close those qualified appointments. Remember, confidence is key!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with potential clients and showcase your expertise in estate planning. Share valuable content that positions you as a go-to consultant in the field.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to get noticed and ensures you’re in the loop for all the latest opportunities. Plus, we love seeing passionate candidates who are eager to join our team!
We think you need these skills to ace Estate Planner, Will Writers and Trust advisors in London
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 generated leads and closed deals 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 job description. Mention how your skills align with our needs at Honey Legal, especially in estate planning and client relations.
Be Professional Yet Personable: While we love a friendly tone, remember that this is a professional role. Strike a balance between being approachable and showcasing your professionalism in your written application. We want to see the real you, but also your commitment to doing right by clients.
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 at Honey Legal!
How to prepare for a job interview at Honey Legal
✨Know Your Stuff
Make sure you understand the basics of estate planning and the services offered by Honey Legal. Brush up on key terms and concepts, as well as any recent changes in legislation that might affect clients. This will show your potential employer that you're serious about the role and ready to hit the ground running.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experience in detail. Have specific examples ready that demonstrate your ability to generate leads, close deals, and handle objections. Use metrics where possible to quantify your success, like sales targets met or exceeded.
✨Be Ready for Role-Playing
Since this is a sales position, be prepared for role-playing scenarios during the interview. Practice how you would approach a client meeting, qualify their needs, and present solutions. This will help you feel more confident and show the interviewers your practical skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the support and training provided, the company culture, or how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.