Remote Estate Planning Consultant — Uncapped Commission

Co-op; West End; Hybrid; GBP 30,000 - 70,000; Full time

Benefits offered by this job

Flexible workload

IT equipment provided

Uncapped commissions

Job summary

The Co-op is seeking experienced self-employed Estate Planning Consultants to cover locations across the UK. The role offers flexibility to manage your own workload, with IT equipment provided and an uncapped commission-based earning potential.

You will meet clients via video calls nationwide and conduct home visits locally, discussing wills, LPAs, trusts and probate services while drawing on up-to-date knowledge of legal principles.

Qualifications

• proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
• the ability to relay complex legal information in a way customers can understand
• confidence when presenting and a natural flare for engaging an audience
• the ability to consult, influence and negotiate whilst showing enthusiasm for the product and services
• practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software
• a full UK drivers license with access to your own vehicle

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, an SRA regulated business, to draft legal documents
• deliver talks and seminars arranged by the company to community groups covering later life legal products and services
• work closely with customers to identify needs and take accurate instructions to meet their needs
• capture customers instructions using our in-house Estate Planning Assistant software

Skills

Estate planning experience

Negotiation

Interpersonal skills

IT literacy

Education

IPW/SWW or CILEX qualification

Tools

Estate Planning software

Job description

The Co-op is seeking experienced self-employed Estate Planning Consultants to cover locations across the UK. The role offers flexibility to manage your own workload, with IT equipment provided and an uncapped commission-based earning potential.

You will meet clients via video calls nationwide and conduct home visits locally, discussing wills, LPAs, trusts and probate services while drawing on up-to-date knowledge of legal principles.