Join to apply for the Self-Employed Estate Planning Consultant role at Co-op
Uncapped commission-based earnings. Benefits include flexibility to manage your own workload and IT equipment provided.
Location: Must live within an hour and a half commute of one of the following locations: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff.
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 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.
This role would suit people who have
* Proven estate planning or will writing experience trained to the standard of IPW or SWW or legal qualification 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 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 and ability to adapt to custom software.
* A full UK driver’s licence with access to your own vehicle.
We're actively building diverse teams and welcome applications from everyone.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal
Industries
Law Practice and Legal Services
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