Self-Employed Estate Planning Consultant

Overview

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, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.

About the role

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.

Responsibilities

• 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.


• 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

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


• The ability to relay complex legal information in a way customers can understand


• Confidence when presenting and a natural flair for engaging an audience


• The ability to consult, influence and negotiate whilst showing 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 drivers license with access to your own vehicle

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