Remote Estate Planning Sales Consultant

Career Choices Dewis Gyrfa Ltd; Manchester; Remote; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Pension with employer contributions

Annual bonus scheme

28 days holiday + bank holidays

Discount on Co-op products

Job summary

Co-op Life Services in the United Kingdom is seeking Sales Consultants to join our Estate Planning team. You will attend video or phone-based appointments, identify client needs, explain options in plain language, and guide decisions on funeral plans in line with FCA regulations.

No legal background required as full training is provided. You may work remotely across England and Wales with occasional travel for client meetings and company events, supported by a competitive salary and benefits

Qualifications

• Previous experience of B2B or B2C consultative sales and supporting customers to make decisions
• A full UK driving licence and access to your own vehicle
• Confidence, empathy and understanding when speaking with potential clients
• Active listening skills with the ability to adapt your communication style and engage a diverse range of clients
• The ability to consult and influence while showing enthusiasm for our products and services
• Excellent literacy and numeracy skills, with a high level of attention to detail and a commitment to delivering accurate work
• The ability to achieve key targets and work towards deadlines
• Good general IT skills, with the ability to quickly learn and adapt to new systems

Responsibilities

• Attend video or phone-based appointments to discuss the benefits of later life legal services with clients
• Work closely with clients to identify their different needs, providing information and solutions to best meet their requirements
• Explain legal issues to clients in an understandable way, without legal jargon
• Guide clients through their options, helping them make informed decisions on funeral plans in line with FCA regulations
• Develop positive relationships with Co-op colleagues, working together to provide the best possible client journey
• Perform to agreed targets to deliver outstanding client outcomes and commercial success
• Travel for face-to-face client or company meetings when required

Skills

Consultative sales

Driving licence

Empathy & listening

Communication skills

IT literacy

Job description

Co-op Life Services in the United Kingdom is seeking Sales Consultants to join our Estate Planning team. You will attend video or phone-based appointments, identify client needs, explain options in plain language, and guide decisions on funeral plans in line with FCA regulations.

No legal background required as full training is provided. You may work remotely across England and Wales with occasional travel for client meetings and company events, supported by a competitive salary and benefits