Self-Employed Estate Planning Consultant
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Benefits
* Uncapped commission-based earnings
* Benefits including the flexibility to manage your own workload and IT equipment provided
* You must live 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
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 We’re Looking For
* 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 flare 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 licence with access to your own vehicle
Diversity & Inclusion
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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