Overview
Co-op West Midlands, England, United Kingdom
Join to apply for the Self-Employed Estate Planning Consultant role at Co-op.
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.
What you'll do
* 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
What you'll need
* 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
* 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 & ability to adapt to custom software
* a full UK drivers license with access to your own vehicle
Role specifics: Self-employed, uncapped commission-based earnings; flexible workload; 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.
Employment details
* Employment type: Full-time
* Job function: Legal
* Industries: Law Practice and Legal Services
* Seniority level: Mid-Senior level
We're actively building diverse teams and welcome applications from everyone.
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