Self-Employed Estate Planning Consultant

Co-op; Manchester; Hybrid; GBP 25,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible workload

IT equipment provided

Company branding and support

Job summary

Co-op is seeking experienced self-employed Estate Planning Consultants to cover various locations across the UK. You will discuss the benefits of Wills, LPAs, Trusts and probate services with potential customers and work with a fast-growing brand known for its customer-first approach.

You will manage your own workload, attend video call appointments nationwide and home visits locally, with uncapped commission earnings and IT equipment provided to support your business.

Qualifications

• Proven estate planning or will writing experience trained to IPW or SWW or legally qualified through CILEX.
• Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs.
• Ability to relay complex legal information in a way customers can understand.
• Confidence when presenting and a natural flair for engaging an audience.
• Ability to consult, influence and negotiate whilst showing enthusiasm.

Responsibilities

• 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 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

Will writing

Interpersonal skills

Presentation skills

Negotiation

Education

IPW or SWW training

CILEX qualification

Tools

Estate Planning Assistant software

Job description

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 &​ ..

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