Self-Employed Estate Planning Consultant – Flexible, Uncapped Commission

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

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