Join to apply for the Self-Employed Estate Planning Consultant role at Co-op
Get AI-powered advice on this job and more exclusive features.
Self-employed Estate Planning Consultant
* Uncapped commission-based earnings
* Benefits including flexibility to manage your workload and IT equipment provided
* Location: Must live within 1.5 hours of London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff
Were seeking experienced estate planning consultants across the UK. As a rapidly growing business with high demand, we offer a fantastic opportunity to join our industry-leading team.
In this role, youll discuss our products and services with potential customers, helping them make informed legal planning decisions. You should have current experience and knowledge of key legal principles. The role involves managing your own workload with client meetings primarily via video calls and local home visits.
Responsibilities include:
1. Attending appointments generated by the company
2. Generating at least 50% of new business through referrals and self-procurement
3. Discussing estate planning and legal services such as Wills, LPAs, Trusts, and probate
4. Supporting legal document drafting with Co-op Legal Services (SRA regulated)
5. Delivering talks and seminars to community groups on legal products/services
6. Identifying customer needs and taking accurate instructions
7. Using our Estate Planning Assistant software to capture instructions
Ideal candidates:
* Have proven estate planning or will-writing experience, trained to IPW or SWW standards, or are legally qualified (CILEX)
* Possess excellent interpersonal skills and empathy
* Can explain complex legal info clearly
* Are confident presenters with engaging communication skills
* Can influence and negotiate effectively
* Are IT literate with Microsoft Office and adaptable to custom software
* Hold a full UK driver’s license and have access to a vehicle
We value diversity and encourage applications from all backgrounds.
Additional details:
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job functions: Legal and Sales
* Industries: Law Practice and Legal Services
J-18808-Ljbffr