Overview
Join to apply for the Self-Employed Estate Planning Consultant role at Co-op
Uncapped commission‑based earnings. Benefits include the flexibility to manage your own workload and IT equipment provided. This role requires you to live within an hour and a half commute of major UK locations such as 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.
* Draft legal documents with the support of Co‑op Legal Services, an SRA‑regulated business.
* 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 customer instructions using our in‑house Estate Planning Assistant software.
Qualifications
* 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.
* 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 the ability to adapt to custom software.
* A full UK drivers license with access to your own vehicle.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Legal
Industries
Law Practice and Legal Services
We’re actively building diverse teams and welcome applications from everyone.
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