Self-Employed Estate Planning Consultant

Co-op; Essex; Ibrido; GBP 40.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible workload

IT equipment provided

Descrizione del lavoro

Co-op is seeking experienced estate planning consultants to cover locations across the UK. The role offers uncapped commission-based earnings and the flexibility to manage your own workload, with IT equipment provided by the company.

You’ll discuss wills, LPAs, trusts, and probate services with potential clients, often via video calls or local home visits. Successful candidates will have proven estate planning or will writing experience to IPW/SWW or be legally qualified through CILEX, plus

Competenze

• Proven estate planning or will writing experience to IPW/SWW level or legally qualified via CILEX.
• Excellent interpersonal skills and empathy with the ability to identify customer needs.
• Ability to convey complex legal information clearly to non-experts.
• Confident presenting with engaging audience interaction.
• Ability to consult, influence and negotiate with enthusiasm for products/services.
• IT literacy in remote settings using MS Office and adaptable to bespoke software.
• Full UK driving licence and access to own vehicle.

Mansioni

• Attend appointments generated by the company.
• Self-generate or gain referrals to create new business (target at least 50%).
• Discuss benefits of estate planning and related services (Wills, LPAs, Trusts, probate).
• Collaborate with Co-op Legal Services to draft documents.
• Deliver talks and seminars on later life legal products to community groups.
• Identify customer needs and take accurate instructions.
• Capture instructions using in-house Estate Planning Assistant software.

Conoscenze

Estate planning experience

Will writing experience

Interpersonal skills

Ability to explain legal concepts

Presentation skills

IT literacy (Microsoft Office)

Full UK driving licence

Strumenti

Estate Planning Assistant software

Video call / virtual appointment tools

Descrizione del lavoro

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.

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.

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. We'll therefore need you to demonstrate up to date experience and knowledge of key legal principles. As a self-employed consultant you'll have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).

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.