Senior Estate Planning Consultant

Senior Estate Planning Sales Consultant 
£34,935 base salary, OTE £44,000 plus excellent benefits (Work Level 6A) 
Monday-Saturday, 37.5 hours flexible between 9am and 9pm, with some evening requirements 
Remote across England and Wales.

We’re looking for a senior sales consultant to join our estate planning team at Co-op Legal Services.

In this role, you’ll divide your time between meeting and discussing solutions with potential clients, and managing a small team of estate planning consultants, making sure they’re able to provide the best service possible to our clients. We’ll look to you to not only meet and exceed your own targets but lead and coach your team to success, using data to monitor performance and continuously improve our service. This is a fantastic opportunity to develop your leadership skills and build a rewarding career in a fast-growing area of the business.

What you’ll do

•    attend mainly video or phone-based appointments to discuss the benefits of later life legal services with clients
•    work closely with clients to identify their different needs, providing information and solutions to best meet their requirements and explaining issues without legal jargon
•    develop positive relationships with Co-op colleagues and key partners, working together to provide the best possible client journey
•    inclusively manage a team of estate planning consultants, provide coaching and engagement to support individual development and overall team performance
•    drive outstanding client outcomes and commercial success by using data and insights to deliver on team targets, whilst meeting your own agreed KPIs
•    flexibility to travel to meet members of your team in person and attend home visits with clients

This role would suit people who have

•    previous experience within a legal sales consultant role, where you’re consistently hitting KPIs and targets
•    the ability to adapt your communication style and engage a diverse range of clients and colleagues through telephone, video, and face to face discussions
•    the ability to motivate a team and build positive relationships with clients, colleagues, and key internal partners
•    a strong level of literacy and numeracy
•    excellent level of legal knowledge
•    good general IT skills, including Excel and Powerpoint 
•    a full UK driving licence and access to your own vehicle

Why Co-op?

At Co-op, we’re owned by our members. And because we’re owned by you, we can do right by you. So when you join us, you’re not just taking a job, you’re joining a movement. We’re an organisation that puts people and communities first, and we’re powered by purpose. We want this to be a place where you can thrive, so you’ll also receive:
•    competitive salary
•    coaching, training and support to help you develop
•    pension with up to 10% employer contributions
•    monthly incentive scheme
•    28 days holiday plus bank holidays (rising to 32 in line with service)
•    discounts on Co-op products and services
•    free support for your physical, financial, and mental wellbeing

Building an inclusive work environment

We’re building diverse and inclusive teams that reflect the communities we serve. We welcome applications from everyone and are committed to creating a workplace where colleagues can feel like they belong, supported by our inclusive policies and the ways we work.

We’re proud to be part of the Disability Confident scheme and offer interviews to disabled candidates who meet the minimum criteria for a job.

If you need any adjustments during the recruitment process, we’ll support you.

Learn more about our recruitment process at jobs.coop.co.uk/apply-process and our inclusion commitments at jobs.coop.co.uk/diversity-inclusion