self-employed consultant

CO-OP; United States; Hybrid; USD 60,000 - 112,000; Full time

Benefits offered by this job

Uncapped commissions

IT equipment provided

Flexible workload

Job summary

CO-OP is seeking experienced estate planning consultants to cover locations across the UK. As a self-employed consultant you’ll attend appointments, conduct video calls, and home visits, delivering talks and seminars arranged by CO-OP Legal Services.

Ideal candidates have proven estate planning or will-writing experience, IPW/SWW or CILEX training, excellent interpersonal skills, and IT literacy. A UK driving licence and the ability to manage workload with uncapped commissions complete the

Qualifications

• Proven estate planning or will writing experience.
• Trained to IPW or SWW or legally qualified through CILEX.
• Excellent interpersonal skills with the ability to identify customer needs.

Responsibilities

• 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 products (Wills, LPAs, Trusts, probate).
• Deliver talks and seminars arranged by the company to community groups.

Skills

Interpersonal skills

Presentation

Negotiation

IT literacy

Education

IPW or SWW training

CILEX qualification

Tools

Estate Planning Assistant software

Microsoft Office

Job description

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 flare 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 drivers license with access to your own vehicle 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.