Overview

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

We’re looking for experienced estate planning consultants to cover various locations across the UK. We’re a fast-growing business with a strong brand and a customer-first approach. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. IT equipment is provided, and you’ll need to live within a reasonable commute of major UK locations.

As a self-employed consultant, you’ll discuss the benefits of our products and services with potential customers, helping them to make informed choices about their legal planning. Client appointments are conducted mainly through video calls (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 customer instructions using our in-house Estate Planning Assistant software

What you’ll need

• Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• Excellent interpersonal skills with empathy and the ability to identify customer needs
• Ability to relay complex legal information in an understandable way
• Confidence when presenting and a natural flair for engaging an audience
• Ability to consult, influence and negotiate with enthusiasm for the products and services
• Practical IT literacy in a remote setting using Microsoft Office and ability to adapt to custom software
• Full UK driving licence with access to your own vehicle

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

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Legal
• Industries: Law Practice and Legal Services

Referrals increase your chances of interviewing at Co-op by 2x.

Get notified about new Planning Consultant jobs in Kent, England, United Kingdom.