Remote Estate Planning Consultant — Uncapped Commission

Co-op Group; Cardiff; On-site; GBP 100,000 - 125,000; Part time

Job summary

A leading legal services provider is seeking Self-employed Estate Planning Consultants in Cardiff and surrounding areas. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. You will discuss legal planning benefits with potential customers and have flexible working arrangements, mainly through video calls. Ideal candidates will have proven experience in estate planning and strong interpersonal skills.

Benefits

Uncapped commission

Flexibility to manage own workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Empathetic nature and ability to identify customer needs.
• Ability to relay complex legal information clearly.

Responsibilities

• Attend appointments generated by the company.
• Discuss the benefits of estate planning services.
• Capture customers' instructions using software.

Skills

estate planning experience

excellent interpersonal skills

presentation skills

practical IT literacy

Education

trained to the standard of IPW or SWW or legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading legal services provider is seeking Self-employed Estate Planning Consultants in Cardiff and surrounding areas. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. You will discuss legal planning benefits with potential customers and have flexible working arrangements, mainly through video calls. Ideal candidates will have proven experience in estate planning and strong interpersonal skills.