Join to apply for the Self-Employed Estate Planning Consultant role at Co-op

Self-employed Estate Planning Consultant – Uncapped commission-based earnings. Benefits include the flexibility to manage your own workload and IT equipment provided. For this role you’ll need to live within an hour and a half commute of either: 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 to cover various locations across the UK. We’re a fast-growing business with strong brand presence and a customer-first approach. If you have the skills we need, we can offer you a great 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 to make an informed choice about their legal planning. As a self-employed consultant you’ll have flexibility to manage your own workload. Client appointments are mainly conducted via video call (national) and home visits (local).

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

This role would suit people who have

• proven estate planning or will writing experience trained to IPW or SWW standards or legally qualified through CILEX
• excellent interpersonal skills with empathy and the ability to identify customer needs
• the ability to relay complex legal information in an understandable way
• confidence when presenting and a natural flair for engaging an audience
• the ability to consult, influence and negotiate with 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 license 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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