Co-op Hertfordshire, England, United Kingdom

Overview

Self-employed Estate Planning Consultant role with Co-op. Uncapped commission-based earnings with flexibility to manage your own workload. IT equipment provided. Role requires living within an hour and a half commute of one of these locations: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.

We are looking for experienced estate planning consultants to cover various locations across the UK. This is a self-employed position with opportunities to work with an industry-leading team and benefit from our customer-first approach and strong brand presence.

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 customer instructions using our in-house Estate Planning Assistant software.

Requirements / 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.
• Ability to relay complex legal information in a way customers can understand.
• Confidence when presenting and a natural flair for engaging an audience.
• Ability to consult, influence and negotiate while showing enthusiasm for the product and services.
• Practical IT literacy in a remote setting using Microsoft Office and the ability to adapt to our software.
• A full UK driver’s license with access to your own vehicle.

Additional information

We’re actively building diverse teams and welcome applications from everyone.