Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with estate planning and legal services while managing your own schedule.
- Company: Join Co-op, a supportive and diverse team focused on community impact.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a difference in people's lives while growing your career in a rewarding field.
- Qualifications: Experience in estate planning or will writing and strong interpersonal skills required.
- Other info: Work remotely with excellent support and opportunities for personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Self-Employed Estate Planning Consultant at Co-op. 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: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.
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
- 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
About Co-op and Diversity
We\\\’re actively building diverse teams and welcome applications from everyone.
#J-18808-Ljbffr
Self-Employed Estate Planning Consultant 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
✨Tip Number 1
Network like a pro! Attend local events or seminars related to estate planning. This is a great way to meet potential clients and other professionals who can refer you business.
✨Tip Number 2
Show off your expertise! Consider hosting your own talks or workshops in your community. This not only positions you as an expert but also helps you connect with people who might need your services.
✨Tip Number 3
Leverage social media to build your brand. Share tips about estate planning, success stories, or even client testimonials. This will help you engage with a wider audience and attract new clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in your journey to becoming a successful consultant.
We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Self-Employed Estate Planning Consultant role. Highlight your estate planning experience and how it aligns with what Co-op is looking for. We want to see how you can bring value to the team!
Showcase Your Skills: Don’t forget to emphasise your interpersonal skills and ability to communicate complex legal information simply. We love candidates who can engage an audience and make things easy to understand, so let that shine through in your application!
Be Clear About Your Experience: When detailing your past roles, be specific about your achievements in estate planning or will writing. We’re interested in how you’ve generated business and supported clients, so share those success stories with us!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Co-op
✨Know Your Stuff
Make sure you brush up on estate planning concepts like Wills, LPAs, and Trusts. Being able to discuss these topics confidently will show that you’re not just familiar with the products but also passionate about helping clients understand their options.
✨Practice Your Pitch
Since you'll be delivering talks and seminars, practice how you present complex legal information in a simple way. Try explaining these concepts to friends or family to see if they grasp it easily. This will help you refine your delivery for the interview.
✨Show Your Empathy
Interpersonal skills are key in this role. Think of examples from your past where you've successfully identified customer needs and provided tailored solutions. Be ready to share these stories during the interview to demonstrate your empathetic nature.
✨Get Tech-Savvy
Familiarise yourself with Microsoft Office and any custom software you might encounter. If you can showcase your practical IT skills during the interview, it’ll give you an edge, especially since this role involves remote work.
