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For Companies At a Glance
- Tasks: Help clients with estate planning and legal services, making complex info easy to understand.
- Company: Join a fast-growing team at Co-op, known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a real difference in people's lives while working on your own terms.
- Qualifications: Experience in estate planning or will writing, with strong interpersonal skills.
- Other info: Work remotely and engage with clients through video calls and home visits.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Self-employed Estate Planning Consultant 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.
About the role
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
- 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
We\’re actively building diverse teams and welcome applications from everyone.
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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! 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.
✨Tip Number 2
Show off your expertise! Create engaging content on social media or your own website that highlights your knowledge of estate planning. This can attract clients and demonstrate your skills before they even meet you.
✨Tip Number 3
Practice makes perfect! Prepare for client meetings by role-playing with a friend or colleague. This will help you refine your pitch and ensure you can explain complex legal concepts in a way that's easy to understand.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to get noticed and ensures your application is seen by the right people. Plus, it shows you're serious about joining our fantastic team!
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 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 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’s super easy and ensures your application gets to the right place. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Co-op
✨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 not just knowledgeable but also passionate about helping clients.
✨Showcase Your Interpersonal Skills
Since this role requires excellent interpersonal skills, think of examples from your past experiences where you've successfully identified customer needs and built rapport. Be ready to demonstrate your empathetic nature and how you can make complex legal information easy to understand.
✨Prepare for Video Calls
As most client appointments will be conducted via video call, practice your presentation skills in a virtual setting. Ensure your tech is working smoothly, and consider your background and lighting to create a professional atmosphere. This will help you engage your audience effectively.
✨Be Ready to Discuss Self-Generation Strategies
Since you'll need to self-generate at least 50% of new business, come prepared with ideas on how you plan to do this. Whether it's through networking, referrals, or community talks, showing that you have a proactive approach will impress your interviewers.
