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Self-employed Estate Planning Consultant
* Uncapped commission-based earnings
* Benefits including the flexibility to manage your own workload and IT equipment provided
* Living within an hour and a half commute of London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff is required.
We're seeking experienced estate planning consultants across the UK. Our fast-growing business values a customer-first approach and has a strong brand presence. If you possess the necessary skills, we offer a fantastic opportunity to join our industry-leading team.
In this role, you'll discuss our products and services with potential clients, helping them make informed legal planning decisions. You should have current experience and knowledge of key legal principles. As a self-employed consultant, you'll enjoy the flexibility to manage your workload. Client interactions are mainly via video calls and local home visits.
What you'll do
1. Attend appointments generated by the company
2. Self-generate at least 50% of new business through referrals and prospecting
3. Discuss estate planning and legal services including Wills, LPAs, Trusts, and probate
4. Support from Co-op Legal Services, an SRA-regulated business, to draft legal documents
5. Deliver talks and seminars on legal products to community groups
6. Work closely with clients to identify needs and take accurate instructions
7. Use our Estate Planning Assistant software to capture client instructions
Ideal candidates
* Proven estate planning or will writing experience, trained to IPW or SWW standards, or legally qualified via CILEX
* Excellent interpersonal skills with empathy and customer needs awareness
* Ability to explain complex legal information clearly
* Confident presentation skills and engaging communication style
* Strong negotiation and influencing skills with enthusiasm for our services
* IT literacy in Microsoft Office and adaptability to custom software
* Full UK driving license and access to own vehicle
We welcome applications from diverse backgrounds.
Additional details
* Senior level: Mid-Senior level
* Employment type: Full-time
* Job functions: Legal and Sales
* Industries: Law Practice and Legal Services
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Locations
* Oxfordshire, England, UK
* Buckinghamshire, England, UK
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