Estate Planning Consultant - Flexible, Independent

Co-op; Manchester; Hybrid; GBP 25,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible workload

IT equipment provided

Company branding and support

Job summary

Co-op is seeking experienced self-employed Estate Planning Consultants to cover various locations across the UK. You will discuss the benefits of Wills, LPAs, Trusts and probate services with potential customers and work with a fast-growing brand known for its customer-first approach.

You will manage your own workload, attend video call appointments nationwide and home visits locally, with uncapped commission earnings and IT equipment provided to support your business.

Qualifications

• Proven estate planning or will writing experience trained to IPW or SWW or legally qualified through CILEX.
• Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs.
• Ability to relay complex legal information in a way customers can understand.
• Confidence when presenting and a natural flair for engaging an audience.
• Ability to consult, influence and negotiate whilst showing enthusiasm.

Responsibilities

• 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 to draft legal documents.
• Deliver talks and seminars arranged by the company to community groups.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers' instructions using our in-house Estate Planning Assistant software.

Skills

Estate planning

Will writing

Interpersonal skills

Presentation skills

Negotiation

Education

IPW or SWW training

CILEX qualification

Tools

Estate Planning Assistant software

Job description

Co-op is seeking experienced self-employed Estate Planning Consultants to cover various locations across the UK. You will discuss the benefits of Wills, LPAs, Trusts and probate services with potential customers and work with a fast-growing brand known for its customer-first approach.

You will manage your own workload, attend video call appointments nationwide and home visits locally, with uncapped commission earnings and IT equipment provided to support your business.