Join to apply for theSelf-Employed Estate Planning Consultantrole atCo-op .Self-employed Estate Planning ConsultantUncapped commission-based earningsBenefits including flexibility to manage your workload and IT equipment providedMust live within an hour and a half commute of London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or CardiffWe're seeking experienced estate planning consultants across the UK. Our growing business values a customer-first approach and a strong brand presence. If you possess the necessary skills, we offer 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 make informed legal planning decisions. Up-to-date knowledge of legal principles and estate planning experience are required. As a self-employed consultant, you'll manage your own workload, conducting client appointments mainly via video calls and home visits.ResponsibilitiesAttend appointments generated by the companySelf-generate at least 50% of new business and gain referralsDiscuss estate planning and legal services including Wills, LPAs, Trusts, and probateWork with Co-op Legal Services to draft legal documentsDeliver talks and seminars on legal products to community groupsIdentify customer needs and take accurate instructionsUse our Estate Planning Assistant software to capture instructionsCandidate ProfileProven estate planning or will writing experience, trained to IPW or SWW standards, or legally qualified via CILEXExcellent interpersonal skills with empathy and ability to identify customer needsAbility to explain legal concepts clearlyConfident presenter with engaging communication skillsNegotiation and influencing skills with enthusiasm for our servicesIT literacy, including Microsoft Office and adaptability to custom softwareFull UK driver’s license and access to a vehicleWe welcome applications from diverse backgrounds.Additional InformationSeniority level: Mid-Senior levelEmployment type: Full-timeJob functions: Legal and SalesIndustries: Law Practice and Legal Services#J-18808-Ljbffr
Job Title
Self-Employed Estate Planning Consultant