Self-Employed Estate Planning Consultant

Co-op; England; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Self-Employed Estate Planning Consultant to join their dynamic team. This exciting role offers uncapped commission-based earnings and the flexibility to manage your own workload, providing IT equipment to support your success. You will engage with clients across various locations, attending appointments, generating new business, and delivering informative talks on essential legal services. If you have a passion for helping others navigate their estate planning needs and possess the required qualifications, this opportunity could be your next step toward a fulfilling career.

Benefits

Flexible Workload

IT Equipment Provided

Uncapped Commission

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills and ability to explain complex legal information.

Responsibilities

• Attend appointments generated by the company and self-generate new business.
• Discuss benefits of estate planning and draft legal documents.

Skills

Estate Planning Experience

Interpersonal Skills

Presentation Skills

Negotiation Skills

IT Literacy

Education

Trained to IPW or SWW standards

Legally qualified through CILEX

Tools

Estate Planning Assistant Software

Microsoft Office

Job description

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Location: Hertfordshire, England, United Kingdom

Posted: 2 days ago. Be among the first 25 applicants.

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Role Overview

Self-employed Estate Planning Consultant
Uncapped commission-based earnings
Benefits include the flexibility to manage your own workload and IT equipment provided
Candidates should live within an hour and a half commute of London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff.

We are seeking experienced estate planning consultants to cover various locations across the UK. Our fast-growing business has high demand for our services, driven by our customer-first approach and strong brand presence. If you possess the required skills, we offer a fantastic opportunity to work with our industry-leading team.

Responsibilities

• Attend appointments generated by the company
• Self-generate at least 50% of new business and gain referrals
• Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts, and probate services
• Work with Co-op Legal Services, an SRA-regulated business, to draft legal documents
• Deliver talks and seminars to community groups on later life legal products and services
• Identify customer needs and take accurate instructions to meet those needs
• Use our in-house Estate Planning Assistant software to capture customer instructions

Candidate Profile

• Proven estate planning or will writing experience, trained to IPW or SWW standards, or legally qualified through CILEX
• Excellent interpersonal skills with an empathetic nature
• Ability to explain complex legal information clearly
• Confidence in presentations and engaging audiences
• Strong negotiation and influencing skills
• IT literacy, including Microsoft Office and adaptability to custom software
• Full UK driver's license and access to a personal vehicle

We welcome applications from diverse backgrounds.

Additional Information

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Legal and Sales
• Industries: Law Practice and Legal Services

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