At a Glance
- Tasks: Help clients with estate planning and legal services through video calls and home visits.
- Company: Join a fast-growing team at Co-op Group, known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Other info: Work remotely with excellent support and opportunities for personal growth.
- Why this job: Make a real difference in people's lives while managing your own schedule.
- Qualifications: Experience in estate planning or will writing, with strong interpersonal skills.
The predicted salary is between 36000 - 60000 £ per year.
Self-employed Estate Planning 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'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. You should possess excellent interpersonal skills with an empathetic nature and the ability to identify customer needs, as well as the ability to relay complex legal information in a way customers can understand. Confidence when presenting and a natural flair for engaging an audience is essential, along with 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 the ability to adapt to custom software is required, along with a full UK driver's license and access to your own vehicle.
We're actively building diverse teams and welcome applications from everyone.
Self-Employed Estate Planning Consultant in Birmingham employer: Career Choices Dewis Gyrfa Ltd
At Co-op Group, we pride ourselves on being an excellent employer, offering self-employed Estate Planning Consultants the flexibility to manage their own workload while benefiting from uncapped commission-based earnings. Our supportive work culture fosters professional growth, with opportunities to engage with clients through various channels and access to industry-leading resources, all within a vibrant community in Birmingham.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Estate Planning Consultant in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your contacts in the estate planning field and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to potential clients.
✨Tip Number 2
Show off your expertise! Consider hosting a free webinar or workshop about estate planning. This not only showcases your knowledge but also helps you connect with potential clients who might need your services.
✨Tip Number 3
Utilise social media to your advantage! Share valuable content related to estate planning on platforms like LinkedIn. This can help you build your personal brand and attract clients who resonate with your approach.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Self-Employed Estate Planning Consultant in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the estate planning role. Highlight your relevant experience and skills, especially those that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about estate planning and how your background makes you a great fit for us. Keep it engaging and personal – we love a good story!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that show how you've successfully consulted with clients or navigated complex legal information. We want to see your expertise in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Stuff
Make sure you brush up on the key legal principles related to estate planning. Familiarise yourself with Wills, LPAs, Trusts, and probate services. Being able to discuss these topics confidently will show that you're the expert they need.
✨Showcase Your Experience
Prepare to share specific examples from your past work as an estate planning consultant. Highlight how you've successfully helped clients and generated business. This will demonstrate your capability and give them confidence in your skills.
✨Engage and Connect
Since client appointments are often through video calls, practice your presentation skills. Work on engaging your audience and relaying complex information in a simple way. Remember, it's all about making the client feel comfortable and understood.
✨Be Ready for Questions
Anticipate questions about your approach to client needs and how you handle difficult situations. Think of scenarios where you've had to consult, influence, or negotiate. Showing your problem-solving skills will set you apart from other candidates.
