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MOTT MACDONALD
Senior Planner
Construction, Property and Engineering
Self-Employed Estate Planning Consultant
Resumo da oferta
A fast-growing estate planning firm is seeking experienced consultants across various UK locations. This self-employed role features uncapped commission-based earnings and the flexibility to manage your own workload. Successful candidates will have proven estate planning experience and excellent interpersonal skills. Join a dynamic team and make a meaningful impact in the legal planning industry.
Qualificações
- Experience in estate planning or will writing.
- Ability to identify customer needs with empathy.
- Confident in presenting complex legal information.
- Must have a full UK drivers license and access to a vehicle.
Responsabilidades
- Discuss estate planning benefits with potential customers.
- Attend appointments generated by the company.
- Generate at least 50% of new business through referrals.
- Work closely with customers to identify specific needs.
Conhecimentos
Formação académica
Ferramentas
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.
- 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 and ability to adapt to custom software
- A full UK drivers license with access to your own vehicle
We're actively building diverse teams and welcome applications from everyone.
* 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.
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