Pre-Planning Consultant

MAYDAY Recruitment is partnering with a well-established national organisation to recruit a Pre-Planning Consultant. This is an exciting opportunity for an experienced sales or business development professional who enjoys building trusted relationships and helping people plan confidently for the future.
Working across your designated region, you'll provide personalised consultations, educate clients on future planning options, and build strong referral networks within the community. This is a consultative, relationship-driven role where empathy, trust and outstanding customer service are the foundations of success.

Why you'll love this role

• Purpose-driven position focused on helping people plan ahead with confidence
• Autonomous field-based role with strong organisational support
• Build long-term relationships across your local community
• Comprehensive onboarding, ongoing training and career development
• Represent a respected national organisation with a strong reputation

The Role
As the Pre-Planning Consultant, you'll be responsible for growing your portfolio through community engagement, referral partnerships and personalised client consultations.

Your responsibilities will include:

• Meeting with clients to discuss future planning solutions tailored to their individual needs
• Building referral relationships with community organisations, healthcare professionals and local businesses
• Networking within your region to generate new business opportunities
• Preparing proposals, quotations and service agreements
• Clearly explaining available options, pricing and payment arrangements
• Managing your sales pipeline and maintaining accurate CRM records
• Achieving monthly sales and business development targets
• Delivering an exceptional customer experience from initial enquiry through to completion
• Representing the organisation at local events and networking opportunities

About You

You're someone who enjoys connecting with people, building trust and providing thoughtful, personalised advice. You're commercially minded, naturally empathetic and motivated by achieving meaningful outcomes for your clients.

You'll bring:

• Experience in consultative sales, business development, financial services, insurance, wealth management or customer-focused roles
• Strong networking and relationship-building skills
• A professional, empathetic and solutions-focused approach
• A proactive attitude with a passion for growing new business
• Strong organisational and administration skills
• Experience using CRM systems and Microsoft Office
• A current unrestricted driver's licence

If you're looking for a rewarding opportunity where you can build lasting relationships, grow your career and make a genuine impact within your community, we'd love to hear from you.
Apply today or contact the MAYDAY Recruitment team for a confidential discussion.