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For Companies At a Glance
- Tasks: Help clients with estate planning and legal services, working flexibly from home or in-person.
- Company: Fast-growing business with a strong brand presence and customer-first approach.
- Benefits: Uncapped commission, flexible workload, and IT equipment provided.
- Why this job: Make a real difference in people's lives while enjoying the freedom of self-employment.
- Qualifications: Experience in estate planning or will writing, excellent interpersonal skills, and IT literacy.
- Other info: Join a diverse team and enjoy opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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).
Responsibilities
- 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 / Suitability
- 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 & ability to adapt to custom software.
- A full UK driver's license with access to your own vehicle.
We're actively building diverse teams and welcome applications from everyone.
Self-Employed Estate Planning Consultant in Reading employer: CAREER CHOICES DEWIS GYRFA LTD.
Contact Detail:
CAREER CHOICES DEWIS GYRFA LTD. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Estate Planning Consultant in Reading
✨Tip Number 1
Network like a pro! Reach out to your contacts and let them know you're on the lookout for opportunities. Attend local events or webinars related to estate planning to meet potential clients and other consultants. Remember, word of mouth can be your best friend!
✨Tip Number 2
Show off your expertise! Create engaging content about estate planning on social media or your own website. Share tips, answer common questions, and showcase your knowledge. This not only builds your brand but also attracts clients who are looking for someone with your skills.
✨Tip Number 3
Practice makes perfect! Before you jump into client meetings, rehearse your pitch. Make sure you can explain complex legal concepts in simple terms. The more comfortable you are, the more confident you'll appear to potential clients.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented estate planning consultants. By applying directly, you’ll get the chance to showcase your skills and experience to us, making it easier for you to land that dream role.
We think you need these skills to ace Self-Employed Estate Planning Consultant in Reading
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your estate planning or will writing experience in your application. We want to see how your background aligns with what we’re looking for, so don’t hold back on showcasing your skills!
Keep It Clear and Concise: When you’re explaining your qualifications and experiences, keep it straightforward. We appreciate clarity, so use simple language to convey complex legal concepts. Remember, we want to see how well you can communicate!
Tailor Your Application: Take a moment to tailor your application to our specific needs. Mention the locations you can cover and how you can contribute to our customer-first approach. This shows us you’ve done your homework and are genuinely interested!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at CAREER CHOICES DEWIS GYRFA LTD.
✨Know Your Legal Stuff
Make sure you're up to date with the latest estate planning laws and principles. Brush up on Wills, LPAs, Trusts, and probate services so you can confidently discuss these topics during your interview.
✨Showcase Your Interpersonal Skills
Since this role requires excellent interpersonal skills, prepare examples of how you've successfully engaged with clients in the past. Think about times when you identified customer needs and provided tailored solutions.
✨Practice Your Presentation Skills
You'll need to present complex legal information clearly, so practice explaining these concepts in simple terms. Consider doing mock presentations to friends or family to get comfortable with your delivery.
✨Familiarise Yourself with the Company
Research the company’s customer-first approach and their brand presence. Be ready to discuss how your values align with theirs and how you can contribute to their growth as a self-employed consultant.
