Self-Employed Estate Planning Consultant

Self-Employed Estate Planning Consultant

Apply for the Self-Employed Estate Planning Consultant role at Co-op.

Uncapped commission-based earnings. Benefits include flexibility to manage your own workload and IT equipment provided. For this role you need to live within an hour and a half commute of London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff.

We’re a fast-growing business with huge demand for our services, owing to our customer-first approach and strong brand presence.

What you’ll do

• Attend appointments generated by the company.
• Gain referrals and self-generate at least 50% of new business.
• Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services.
• Have the support of Co-op Legal Services, an SRA regulated business, to draft legal documents.
• Deliver talks and seminars arranged by the company to community groups covering later life legal products and services.
• Work closely with customers to identify needs and take accurate instructions to meet their needs.
• Capture customers instructions using our in-house Estate Planning Assistant software.

This role would suit people who have

• Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX.
• Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs.
• The ability to relay complex legal information in a way customers can understand.
• Confidence when presenting and a natural flair for engaging an audience.
• The ability to consult, influence and negotiate whilst showing enthusiasm for the product and services.
• Practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software.
• A full UK driver’s license with access to your own vehicle.

We’re actively building diverse teams and welcome applications from everyone.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice and Legal Services

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