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Self-Employed Estate Planning Consultant

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Co-op

Role overviewSelf-employed consultant with 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 are a fast-growing business with strong demand for our services, driven by our customer-first approach and brand presence. If you have the skills we need, we can offer a fantastic opportunity to work with our industry-leading team.

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

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 with enthusiasm for the product and services

Practical IT literacy in a remote setting using Microsoft Office and ability to adapt to custom software

Full UK driver’s license with access to your own vehicle

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

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