Remote Estate Planning Consultant — Uncapped Commission

Co-op; Maidstone; Hybrid; GBP 30,000 - 80,000; Part time

Benefits offered by this job

Flexible workload

IT equipment provided

Potential for high commission earnings

Job summary

Co-op is seeking a Self-employed Estate Planning Consultant in the UK. This role offers uncapped commission-based earnings and the flexibility to manage workload, all while providing essential estate planning services.

Successful candidates will have proven experience in estate planning or will writing, strong interpersonal skills, and the ability to communicate complex legal information effectively. The position primarily involves virtual client appointments, making IT literacy vital.

Qualifications

• Proven experience in estate planning or will writing.
• Able to relay complex legal information clearly.
• Confidence in presenting and engaging audiences.

Responsibilities

• Attend company-generated appointments and gain new referrals.
• Discuss benefits of estate planning legal services with clients.
• Capture clients' instructions using in-house software.

Skills

Estate planning experience

Interpersonal skills

IT literacy

Negotiation skills

Public speaking

Education

Trained to the standard of IPW or SWW

Legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Co-op is seeking a Self-employed Estate Planning Consultant in the UK. This role offers uncapped commission-based earnings and the flexibility to manage workload, all while providing essential estate planning services.

Successful candidates will have proven experience in estate planning or will writing, strong interpersonal skills, and the ability to communicate complex legal information effectively. The position primarily involves virtual client appointments, making IT literacy vital.