Self-Employed Estate Planning Consultant

Co-op; Ipswich; Remote; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Flexibility to manage your own workload

IT equipment provided

Commission-based earnings

Job summary

A leading legal services provider in the UK seeks a self-employed Estate Planning Consultant. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. You will attend appointments, consult customers on estate planning products, and have the support of a well-established legal team. Ideal candidates have proven experience in estate planning, excellent interpersonal skills, and practical IT literacy.

Qualifications

• Proven estate planning or will writing experience.
• Ability to relay complex legal information understandably.
• Full UK driver’s license with own vehicle.
• Confident in presenting with engaging communication.
• Able to consult, influence and negotiate while showing enthusiasm for the product and services.
• IT literacy in remote setting using Microsoft Office & adapting to custom software.
• Full UK driver’s license with access to own vehicle.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate new business.
• Consult and engage customers in estate planning.
• Have the support of Co-op Legal Services to draft legal documents.
• Deliver talks and seminars arranged by the company to community groups.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers instructions using our in-house Estate Planning Assistant software.

Skills

Estate planning experience

Interpersonal skills

IT literacy

Confidence in presentations

Client needs assessment

Education

Trained to IPW or SWW standard or legally qualified through CILEX

CILEX qualified

Tools

Microsoft Office

Estate Planning Assistant software

Job description

Self-Employed Estate Planning Consultant

Apply for the Self-Employed Estate Planning Consultant role at Co-op.

Uncapped commission-based earnings. Benefits include flexibility to manage your own workload and IT equipment provided. For this role you need to 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’re a fast-growing business with huge demand for our services, owing to our customer-first approach and strong brand presence.

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 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 & ability to adapt to custom software.
• A full UK driver’s license with access to your own vehicle.

We’re actively building diverse teams and welcome applications from everyone.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice and Legal Services