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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: Swansea, Cardiff, Oxford, Reading, Essex, Norwich, Ipswich, London, Birmingham, Coventry, Buckinghamshire, Hertfordshire, Kent, Surrey, Berkshire
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 & 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.
Great News! We've discovered an exciting live job opportunity for a Self-Employed Estate Planning Consultant position in United Kingdom. This job is currently open for hiring/recruiting by Co-op, exclusively for you at UK Jobs. Feel free to download the job details here.
The work culture at Co-op must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Co-op and also by visiting their official website through Google.
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Yes, we found live job(s) for Co-op in United Kingdom.
Self-Employed Estate Planning Consultant jobs are available in United Kingdom.
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The average salary range for Self-Employed Estate Planning Consultant in United Kingdom varies, but the standard pay scale is rated "Standard" in United Kingdom. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Co-op follow the application process following the "Apply Now" button at UK Jobs and also you can visit Co-op official career page and follow their application process.
Key qualifications for Self-Employed Estate Planning Consultant typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Self-Employed Estate Planning Consultant positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Self-Employed Estate Planning Consultant on UK Jobs.
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