Estate Planning Sales Executive: Build Trust & Impact
Estate Planning Sales Executive: Build Trust & Impact

Estate Planning Sales Executive: Build Trust & Impact

Full-Time 23810 - 26500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build trust with clients and guide them through Wills and Estate Planning.
  • Company: A supportive legal services provider in Derby.
  • Benefits: Salary of £23,810 plus commission and opportunities for professional growth.
  • Why this job: Make a real impact by helping clients secure their legacies.
  • Qualifications: Sales or customer service experience is preferred.
  • Other info: Join a culture that values support and collaboration.

The predicted salary is between 23810 - 26500 £ per year.

A legal services provider in Derby is seeking a Sales Executive. This role requires building trust with clients seeking Wills and Estate Planning.

Responsibilities include:

  • Making calls
  • Handling inquiries
  • Supporting clients through their journey

The ideal candidate has a sales or customer service background. This position offers a salary of £23,810 plus commission, professional growth, and a supportive culture.

Estate Planning Sales Executive: Build Trust & Impact employer: Right Legal Group

Join a leading legal services provider in Derby, where you will thrive in a supportive culture that prioritises professional growth and client trust. As an Estate Planning Sales Executive, you will enjoy competitive compensation, including a base salary of £23,810 plus commission, while making a meaningful impact in clients' lives through Wills and Estate Planning. Our commitment to employee development and a collaborative work environment makes us an excellent employer for those seeking rewarding careers.
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Contact Detail:

Right Legal Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Estate Planning Sales Executive: Build Trust & Impact

✨Tip Number 1

Get to know the company inside out! Research their values, services, and culture. This will help you connect with them during interviews and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your pitch! You’ll need to communicate effectively with clients about Wills and Estate Planning. Role-play with a friend or family member to build confidence and refine your approach.

✨Tip Number 3

Network like a pro! Attend industry events or join online forums related to estate planning. Building relationships can lead to referrals and insider tips on job openings.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.

We think you need these skills to ace Estate Planning Sales Executive: Build Trust & Impact

Sales Skills
Customer Service Skills
Communication Skills
Trust-Building
Client Relationship Management
Inquiries Handling
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Show Your Sales Skills: Make sure to highlight your sales or customer service experience in your application. We want to see how you've built trust with clients in the past, so share specific examples that showcase your ability to connect and support.

Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when applicants take the time to tailor their documents to our job description. Mention your interest in Wills and Estate Planning and how you can make an impact in this role.

Be Personable: Since this role is all about building trust, let your personality shine through in your written application. Use a friendly tone and show us that you’re approachable and ready to support clients on their journey.

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 don’t miss out on any important updates from us during the process.

How to prepare for a job interview at Right Legal Group

✨Know Your Stuff

Before the interview, make sure you understand the basics of estate planning and the services offered by the company. Brush up on common terms like Wills, trusts, and probate. This knowledge will help you build trust with the interviewer and show that you're genuinely interested in the role.

✨Showcase Your People Skills

Since this role is all about building trust with clients, be prepared to share examples of how you've successfully built relationships in previous roles. Think of specific situations where your communication skills made a difference, whether in sales or customer service.

✨Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the company's culture, growth opportunities, and how they support their employees. This shows that you're not just interested in the job, but also in being part of a supportive environment.

✨Practice Active Listening

During the interview, make sure to listen carefully to the interviewer's questions and comments. Responding thoughtfully will demonstrate your ability to connect with clients and understand their needs, which is crucial for a Sales Executive in estate planning.

Estate Planning Sales Executive: Build Trust & Impact
Right Legal Group

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