Remote Estate Planning Consultant (Self-Employed)

Co-op Group; Hertford; Hybrid; GBP 100,000 - 125,000; Part time

Job summary

A leading legal services provider is seeking Self-employed Estate Planning Consultants to join their fast-growing team across the UK. This role involves discussing the benefits of estate planning products with clients, managing your own appointments, and providing legal document drafting support. Ideal candidates should have substantial experience in estate planning or will writing and possess excellent interpersonal skills. This position offers the flexibility to manage your own workload with uncapped commission-based earnings.

Benefits

Uncapped commission-based earnings

Flexibility to manage your own workload

IT equipment provided

Qualifications

• Must have proven estate planning or will writing experience.
• Excellent interpersonal skills with an ability to identify customer needs.
• Confidence in presenting and engaging an audience.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal services.

Skills

Estate planning experience

Interpersonal skills

Communication skills

Negotiation skills

IT literacy

Education

Training to IPW or SWW standard or CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading legal services provider is seeking Self-employed Estate Planning Consultants to join their fast-growing team across the UK. This role involves discussing the benefits of estate planning products with clients, managing your own appointments, and providing legal document drafting support. Ideal candidates should have substantial experience in estate planning or will writing and possess excellent interpersonal skills. This position offers the flexibility to manage your own workload with uncapped commission-based earnings.