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Self-employed Estate Planning Consultant
* Uncapped commission-based earnings
* Benefits including the flexibility to manage your own 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.
We're looking for experienced estate planning consultants across the UK. Join our fast-growing business with a strong brand presence and high demand for our services. If you have the relevant skills, we offer a fantastic opportunity to work with our industry-leading team.
In this role, you'll discuss the benefits of our products and services with potential customers, helping them make informed legal planning decisions. You should demonstrate up-to-date experience and knowledge of key legal principles. As a self-employed consultant, you'll enjoy flexibility to manage your workload. Client appointments are mainly via video calls and local home visits.
Responsibilities
1. Attend appointments generated by the company
2. Gain referrals and self-generate at least 50% of new business
3. Discuss estate planning and legal services including Wills, LPAs, Trusts, and probate
4. Work with Co-op Legal Services to draft legal documents
5. Deliver talks and seminars to community groups on legal products
6. Identify customer needs and take instructions accurately
7. Use our Estate Planning Assistant software to capture instructions
Ideal Candidate
* Proven estate planning or will-writing experience, trained to IPW or SWW standards, or legally qualified via CILEX
* Excellent interpersonal skills with empathy and ability to identify customer needs
* Ability to explain complex legal info clearly
* Confident presenter with engaging communication skills
* Negotiation and influence skills, enthusiasm for our services
* IT literacy in Microsoft Office and ability to adapt to software
* Full UK driving license and own vehicle
We value diversity and welcome applications from everyone.
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job functions: Legal and Sales
* Industries: Law Practice and Legal Services
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