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For Companies At a Glance
- Tasks: Help clients with estate planning through video calls and home visits.
- Company: Join a fast-growing business known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a real impact while working with an industry-leading team in a supportive environment.
- Qualifications: Experience in estate planning or will writing is essential; empathy and communication skills are key.
- Other info: Work remotely with the flexibility to manage your own schedule.
The predicted salary is between 52000 - 78000 £ 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 with other estate planning professionals in your area. Attend local seminars or workshops related to estate planning and legal services. This will not only help you gain insights but also increase your chances of referrals.
✨Tip Number 2
Familiarise yourself with the specific legal principles and products mentioned in the job description, such as Wills, LPAs, and Trusts. Being well-versed in these areas will boost your confidence during client interactions and presentations.
✨Tip Number 3
Practice your presentation skills by conducting mock consultations with friends or family. This will help you refine your ability to explain complex legal information in an easily understandable way, which is crucial for this role.
✨Tip Number 4
Make sure you have a reliable setup for video calls, as most client appointments will be conducted this way. Test your technology beforehand to ensure smooth communication and demonstrate your professionalism.
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 highlights your experience in estate planning and will writing. Include specific examples of your achievements and how they relate to the role, such as successful client consultations or seminars you've delivered.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to explain complex legal concepts simply. Mention your enthusiasm for the role and how your background aligns with the company's customer-first approach.
Showcase Relevant Qualifications: Clearly list any relevant qualifications, such as IPW, SWW, or CILEX certifications. This will demonstrate your expertise and reassure the employer of your capability in handling legal matters.
Highlight IT Proficiency: Since the role involves using custom software and Microsoft Office, mention your IT skills explicitly. Provide examples of how you've successfully used technology in previous roles to enhance client interactions or streamline processes.
How to prepare for a job interview at Co-op
✨Showcase Your Expertise
Make sure to highlight your experience in estate planning and any relevant qualifications, such as being trained to the standard of IPW or SWW. Be prepared to discuss specific cases where you've successfully helped clients with their legal planning needs.
✨Demonstrate Empathy and Communication Skills
Since this role involves discussing complex legal information with clients, practice explaining these concepts in simple terms. Show that you can connect with clients on a personal level and understand their unique needs.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle various client situations. Think of examples where you've identified customer needs and provided tailored solutions, as this will demonstrate your problem-solving skills.
✨Familiarise Yourself with Technology
As the role involves using in-house software and conducting appointments via video calls, ensure you're comfortable with Microsoft Office and any other relevant technology. This will show that you're ready to adapt to the remote working environment.
