Self-Employed Estate Planning Consultant

CO-OP; Hertford; Remote; GBP 100,000 - 125,000; Full time

Job summary

A leading legal services provider in the UK is seeking experienced estate planning consultants for a flexible self-employed position. You will engage clients through video calls and home visits, providing guidance on legal services including Wills and Trusts. Applicants should have proven experience in estate planning and strong interpersonal skills. The role offers uncapped commission-based earnings and a supportive environment to manage your own workload.

Benefits

Uncapped commission-based earnings

Qualifications

• Demonstrated experience in estate planning or will writing.
• Ability to manage customer needs efficiently.
• Confidence when presenting and engaging audiences.

Responsibilities

• Attend appointments generated by the company.
• Work closely with customers to identify needs.
• Deliver talks and seminars on legal products.

Skills

Estate planning experience

Interpersonal skills

Legal information communication

Negotiation skills

Practical IT literacy

Education

IPW or SWW training or CILEX qualification

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Overview

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
• 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
• uncapped commission-based earnings

Location & Requirements

• 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.