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- 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 will 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 are looking for experienced estate planning consultants to cover various locations across the UK. We are 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 will discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning. We will therefore need you to demonstrate up-to-date experience and knowledge of key legal principles.
As a self-employed consultant, you will have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).
What you will 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 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, and a full UK driver's license with access to your own vehicle.
We are actively building diverse teams and welcome applications from everyone.
Self-Employed Estate Planning Consultant 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
✨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 professionals in the field.
✨Tip Number 2
Showcase your expertise! Create engaging content, like blog posts or videos, that highlight your knowledge of estate planning. Share these on social media to attract attention and establish yourself as a go-to consultant.
✨Tip Number 3
Practice your pitch! Prepare a concise and compelling presentation about the benefits of your services. This will help you feel confident during client appointments and when delivering talks or seminars.
✨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 noticed by the right people.
We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the estate planning consultant role. Highlight your relevant experience, especially in legal principles and customer engagement. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Skills: In your application, be sure to showcase your interpersonal skills and ability to communicate complex information clearly. We’re looking for someone who can connect with clients and make them feel at ease, so let that shine through!
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 – just follow the prompts and you’ll be set!
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 Interpersonal Skills
Since this role involves a lot of client interaction, practice how you communicate complex legal information in a simple way. Use examples from your past experiences to demonstrate your empathetic nature and ability to identify customer needs.
✨Prepare for Video Calls
As most appointments are conducted via video call, ensure you have a quiet, professional-looking space set up. Test your tech beforehand to avoid any hiccups during the interview. A smooth presentation can make a great impression!
✨Demonstrate Your Flexibility
Highlight your ability to manage your own workload and adapt to different situations. Share examples of how you've successfully self-generated business or managed client appointments in the past. This will show that you're ready for the self-employed aspect of the role.