# Self-Employed Estate Planning Consultant

**Company**: Co-op Legal Services
**Work arrangement**: remote
**Experience**: senior
**Job type**: contract
**Category**: Legal
**Industry**: Legal

**Apply**: https://hcnq.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/1057902?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_a6c27c57-a71

## Description

We are seeking experienced estate planning consultants to cover various locations across the UK. As a self-employed consultant, you will discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning.

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 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

Requirements:

- 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 drivers license with access to your own vehicle

Benefits:

- Uncapped commission-based earnings

- Flexibility to manage your own workload

- IT equipment provided

## Skills

### Required
- Estate planning
- Will writing
- IPW
- SWW
- CILEX
- Microsoft Office

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Source: [Apply at hcnq.fa.em2.oraclecloud.com](https://hcnq.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/1057902?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)