Self-Employed Estate Planning Consultant

Co-op Group; England; On-site; GBP 100,000 - 125,000; Full time

Job summary

A fast-growing estate planning firm is seeking experienced consultants across various UK locations. This self-employed role features uncapped commission-based earnings and the flexibility to manage your own workload. Successful candidates will have proven estate planning experience and excellent interpersonal skills. Join a dynamic team and make a meaningful impact in the legal planning industry.

Qualifications

• Experience in estate planning or will writing.
• Ability to identify customer needs with empathy.
• Confident in presenting complex legal information.
• Must have a full UK drivers license and access to a vehicle.

Responsibilities

• Discuss estate planning benefits with potential customers.
• Attend appointments generated by the company.
• Generate at least 50% of new business through referrals.
• Work closely with customers to identify specific needs.

Skills

Estate planning experience

Interpersonal skills

Confidence in presentations

Negotiation skills

Practical IT literacy

Education

Trained to the standard of IPW or SWW or legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

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.

About the role

We're looking for experienced estate planning consultants to cover various locations across the UK. We're a fast-growing business with huge demand for our services, owing to our customer first approach and strong brand presence. If you have the skills we need, we can offer you a fantastic opportunity to work with our industry leading team.

Responsibilities

• In this role you'll discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning.


• 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

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 flair 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 and 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.