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Self-Employed Estate Planning Consultant
Résumé du poste
A reputable UK organization is seeking a Self-employed Estate Planning Consultant who can manage their own workload and provide valuable estate planning services. The ideal candidate will have proven estate planning or will writing experience, excellent interpersonal skills, and a full UK driver's license. Responsibilities include conducting client appointments, delivering seminars, and collaborating with Co-op Legal Services for drafting legal documents. This role offers uncapped commission-based earnings with the opportunity to work flexibly across various UK locations.
Prestations
Qualifications
- Proven estate planning or will writing experience trained to the standard of IPW or SWW.
- Excellent interpersonal skills with an empathetic nature.
- Ability to relay complex legal information in an understandable manner.
- Confidence in presenting and engaging an audience.
- Ability to consult, influence, and negotiate.
- Practical IT literacy in a remote setting.
- Full UK driver’s licence with access to your own vehicle.
Responsabilités
- Attend appointments generated by the company.
- Gain referrals and self-generate at least 50% of new business.
- Discuss benefits of estate planning and legal services with clients.
- Draft legal documents with the support of Co-op Legal Services.
- Deliver talks and seminars to community groups.
- Work closely with customers to identify needs.
- Capture customer instructions using in-house software.
Connaissances
Formation
Outils
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).
- 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 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 & the ability to adapt to custom software
- A full UK driver’s licence with access to your own vehicle
We're actively building diverse teams and welcome applications from everyone.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.