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