Self-Employed Estate Planning Consultant

•   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

•   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