Independent Estate Planning Consultant | Uncapped Commission

Co-op; Bishop's Castle; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading estate planning service provider seeks a self-employed Estate Planning Consultant. You will enjoy uncapped commission-based earnings and have the flexibility to manage your own workload. Responsibilities include attending appointments, generating business, and discussing estate planning products. Ideal candidates have estate planning experience and excellent interpersonal skills. A full UK driver's license and access to a vehicle are required.

Benefits

Flexibility in managing workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic nature.
• Ability to relay complex legal information in an understandable way.
• Confidence in presenting and engaging an audience.
• Ability to consult, influence, and negotiate enthusiastically.
• Practical IT literacy in a remote setting.
• Full UK driver's license with access to own vehicle.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal service products.
• Have support to draft legal documents.
• Deliver talks and seminars covering legal products.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers' instructions using in-house software.

Skills

Estate planning

Interpersonal skills

Legal information relaying

Public speaking

Negotiation

IT literacy

Tools

Estate Planning Assistant software

Microsoft Office

Job description

A leading estate planning service provider seeks a self-employed Estate Planning Consultant. You will enjoy uncapped commission-based earnings and have the flexibility to manage your own workload. Responsibilities include attending appointments, generating business, and discussing estate planning products. Ideal candidates have estate planning experience and excellent interpersonal skills. A full UK driver's license and access to a vehicle are required.