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Estate Planning Consultant - Remote & Uncapped Earnings
Co-op Group
Swansea
Presencial
GBP 80.000 - 100.000
Tempo parcial
Há 29 dias

Resumo da oferta

A national estate planning service is looking for experienced Self-employed Estate Planning Consultants to cover various locations across the UK. You will manage client appointments, discuss legal planning benefits, and work flexibly to meet customer needs. Ideal candidates have proven experience in estate planning or will writing and strong communication skills. This role offers uncapped commission-based earnings and the support of a leading legal service team.

Serviços

Flexible workload
IT equipment provided
Commission-based earnings

Qualificações

  • Proven estate planning or will writing experience.
  • Excellent interpersonal skills with empathetic nature.
  • Ability to relay complex legal information understandably.
  • Confidence in presenting and engaging audiences.
  • Proficiency in IT in a remote setting.

Responsabilidades

  • Attend appointments generated by the company.
  • Gain referrals and self-generate at least 50% of new business.
  • Discuss benefits of estate planning and legal service products.
  • Draft legal documents with support from Co-op Legal Services.
  • Deliver talks and seminars to community groups.
  • Identify customer needs and capture instructions.

Conhecimentos

Estate planning experience
Interpersonal skills
Ability to communicate legal information
Confident presentation skills
Negotiation and influencing skills
IT literacy
UK driver's license

Formação académica

Trained to the standard of IPW/SWW or legally qualified through CILEX

Ferramentas

Microsoft Office
Estate Planning Assistant software
Descrição da oferta de emprego
A national estate planning service is looking for experienced Self-employed Estate Planning Consultants to cover various locations across the UK. You will manage client appointments, discuss legal planning benefits, and work flexibly to meet customer needs. Ideal candidates have proven experience in estate planning or will writing and strong communication skills. This role offers uncapped commission-based earnings and the support of a leading legal service team.

* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.