Self-Employed Estate Planning Consultant

Co-op; England; Remote; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a self-employed Estate Planning Consultant to join their dynamic team. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. Ideal candidates will possess proven estate planning experience and excellent interpersonal skills, enabling them to engage effectively with clients. You'll be responsible for discussing legal planning decisions and delivering community talks on services. This is a fantastic opportunity to leverage your skills in a supportive environment while making a meaningful impact in clients' lives.

Benefits

Flexible Work Hours

IT Equipment Provided

Commission-Based Earnings

Qualifications

• Proven estate planning or will writing experience required.
• Trained to IPW or SWW standards, or legally qualified via CILEX.

Responsibilities

• Attend appointments generated by the company.
• Discuss estate planning and legal services products with clients.

Skills

Estate Planning

Interpersonal Skills

Presentation Skills

Negotiation Skills

IT Literacy

Education

IPW or SWW Standards Training

CILEX Qualification

Tools

Estate Planning Assistant Software

Microsoft Office

Job description

Join to apply for the Self-Employed Estate Planning Consultant role at Co-op

2 days ago Be among the first 25 applicants

Join to apply for the Self-Employed Estate Planning Consultant role at Co-op

Self-employed Estate Planning Consultant
Uncapped commission-based earnings
Benefits including the flexibility to manage your own workload and IT equipment provided
Candidates must 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 growing business has high demand due to our customer-first approach and strong brand presence. If you possess the relevant skills, we offer a fantastic opportunity to join our industry-leading team.

In this role, you'll discuss the benefits of our products and services with potential customers, helping them make informed legal planning decisions. Up-to-date experience and knowledge of key legal principles are required. As a self-employed consultant, you'll have the flexibility to manage your workload, with client appointments conducted mainly via video calls (national) and home visits (local).

Responsibilities include:

1. Attend appointments generated by the company
2. Gain referrals and self-generate at least 50% of new business
3. Discuss estate planning and legal services products including Wills, LPAs, Trusts, and probate services
4. Work with Co-op Legal Services, an SRA-regulated business, to draft legal documents
5. Deliver talks and seminars to community groups on legal products and services
6. Identify customer needs and take accurate instructions
7. Use in-house Estate Planning Assistant software to capture instructions

This role is suitable for:

1. Individuals with proven estate planning or will writing experience, trained to IPW or SWW standards, or legally qualified via CILEX
2. Excellent interpersonal skills with an empathetic nature
3. Ability to explain complex legal information clearly
4. Confidence in presentations and engaging audiences
5. Negotiation and influence skills, enthusiasm for the products
6. IT literacy with Microsoft Office and adaptability to custom software
7. Full UK driving license and access to a vehicle

We actively promote diversity and welcome applications from all backgrounds.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal and Sales

Industries

• Law Practice and Legal Services

Referrals can double your chances of securing an interview at Co-op.

Get notified about new Planning Consultant jobs in Kent, England, United Kingdom.