Self-employed Estate Planning Consultant
Uncapped commission-based earnings
Benefits including 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, Surrey, Norwich, Ipswich, 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 huge demand for our services, owing to our customer-first approach and strong brand presence. If you have the skills we need, we can offer you 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 to make an informed choice about their legal planning. We'll therefore need you to demonstrate up-to-date experience and knowledge of key legal principles. As a self-employed consultant, you'll have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).
What you'll do Attend appointments generated by the companyGain referrals and self-generate at least 50% of new businessDiscuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts, and probate servicesHave the support of Co-op Legal Services, an SRA regulated business, to draft legal documentsDeliver talks and seminars arranged by the company to community groups covering later life legal products and servicesWork closely with customers to identify needs and take accurate instructions to meet their needsCapture customers' instructions using our in-house Estate Planning Assistant softwareThis role would suit people who have Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEXExcellent interpersonal skills with an empathetic nature and the ability to identify customer needsThe ability to relay complex legal information in a way customers can understandConfidence when presenting and a natural flair for engaging an audienceThe ability to consult, influence, and negotiate whilst showing enthusiasm for the product and servicesPractical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom softwareA full UK driver's license with access to your own vehicleWe're actively building diverse teams and welcome applications from everyone.
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