Self-Employed Estate Planning Consultant

OverviewSelf-employed Estate Planning ConsultantUncapped commission-based earningsBenefits including the flexibility to manage your own workload and IT equipment providedFor 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''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 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

This 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 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 flare 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 ..... full job details .....