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- Tasks: Help clients with estate planning and legal services through video calls and home visits.
- Company: Join Co-op, a fast-growing business with a strong brand presence.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- 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 excellent interpersonal skills.
- Other info: Work remotely with opportunities for community engagement and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Self-Employed Estate Planning Consultant role at Co-op. 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.
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. You will need 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’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 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 Basildon employer: Co-op
Contact Detail:
Co-op Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Estate Planning Consultant in Basildon
✨Tip Number 1
Network like a pro! Reach out to your contacts and let them know you're on the lookout for estate planning gigs. You never know who might have a lead or can introduce you to potential clients.
✨Tip Number 2
Show off your expertise! Consider hosting a free webinar or workshop about estate planning. This not only positions you as an expert but also helps you connect with potential clients who might need your services.
✨Tip Number 3
Leverage social media! Share valuable content related to estate planning on platforms like LinkedIn. Engage with your audience by answering questions and providing insights, which can help you build trust and attract new clients.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a fantastic platform that connects you with opportunities tailored to your skills. Plus, it’s a great way to stay updated on the latest roles in estate planning.
We think you need these skills to ace Self-Employed Estate Planning Consultant in Basildon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the estate planning consultant role. Highlight your relevant experience and skills, especially those that match 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 Interpersonal Skills: Since this role involves a lot of client interaction, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully engaged with clients in the past – we want to know how you connect with people!
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 Co-op
✨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, think of examples where you've successfully engaged with clients. Be ready to demonstrate your empathetic nature and how you identify customer needs.
✨Practice Your Presentation Skills
You'll need to present complex legal information clearly. Prepare a short presentation or explanation of a legal concept and practice delivering it in a way that's easy to understand. This will show your confidence and flair for engaging an audience.
✨Familiarise Yourself with the Company
Research Co-op and their approach to estate planning. Understand their customer-first philosophy and be prepared to discuss how you can contribute to their mission. This shows genuine interest and helps you align your answers with their values.
