Self-Employed Estate Planning Consultant

Co-op; Bishop's Castle; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading estate planning service provider seeks a self-employed Estate Planning Consultant. You will enjoy uncapped commission-based earnings and have the flexibility to manage your own workload. Responsibilities include attending appointments, generating business, and discussing estate planning products. Ideal candidates have estate planning experience and excellent interpersonal skills. A full UK driver's license and access to a vehicle are required.

Benefits

Flexibility in managing workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic nature.
• Ability to relay complex legal information in an understandable way.
• Confidence in presenting and engaging an audience.
• Ability to consult, influence, and negotiate enthusiastically.
• Practical IT literacy in a remote setting.
• Full UK driver's license with access to own vehicle.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal service products.
• Have support to draft legal documents.
• Deliver talks and seminars covering legal products.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers' instructions using in-house software.

Skills

Estate planning

Interpersonal skills

Legal information relaying

Public speaking

Negotiation

IT literacy

Tools

Estate Planning Assistant software

Microsoft Office

Job description

Overview

Self-employed Estate Planning Consultant

Uncapped commission-based earnings. Benefits including the flexibility to manage your own workload and IT equipment provided. For this role you'll need to live within an hour and a half commute of either: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.

What you’ll do

• 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

This role would suit people who have

• 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

We’re actively building diverse teams and welcome applications from everyone.