Head of Estate Planning Sales

Head of Estate Planning Sales
Circa £100,000 plus great benefits (Work Level 4)
Hybrid working with monthly visits to our Sheffield and Bristol offices required plus regular travel

We’re looking for a Head of Estate Planning Sales to join us at Co-op Legal Services.

At Co-op Legal Services, we’re proud to be one of the UK’s leading providers of estate planning. From wills and trusts to lasting power of attorney, we support people to plan for some of life’s most important moments. As we continue to grow, this role will play a key part in helping us reach more people, improve our services, and make a difference in the communities we serve.

In this role, you’ll lead a large, national team to help us deliver great outcomes for our customers at scale. You’ll report to our Director of Life Services - Pre Need, taking ownership of our end-to-end estate planning client sales journey, from attraction to onboarding, helping us to deliver our four-year growth strategy and expand our reach. You’ll also focus on growing our B2B partnerships as well as being responsible for omnichannel commercial performance, making sure every step of the customer journey feels seamless. We’ll look to you to make sure our services are compliant, customer-focussed, and commercially successful. It’s a big job, but one in which you’ll be pivotal in helping us shape the future of later life planning.  

What you’ll do:

•    Lead and inspire a large, regionally dispersed sales team of 7 direct reports and 100 indirect reports
•    Inclusively manage and develop colleagues to achieve their full potential 
•    Drive growth through new and existing B2B partnerships
•    Act as a role model for both the function and the wider business demonstrating consistency and strong leadership behaviours
•    Support the Director of Life Services – Pre Need with the delivery of the sales enablement model, making sure the teams have the right resource and skills to deliver a great customer experience
•    Make sure that policies, procedures, processes and controls are in place that comply with regulatory standards and effectively manage risk
•    Champion innovation across digital and contact centre journeys, using technology and automation to scale our services

This role would suit people who have:

•    Proven experience leading large regional or national sales teams working remotely in either in legal services, financial services or another regulated industry 
•    A strong background in customer-facing sales management
•    A strategic mindset with the ability to operate at scale and drive growth
•    Experience working in FCA or SRA regulated environments 
•    A passion for making a difference in people’s lives through creating accessible legal services

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:
•    An annual incentive scheme (based on personal and business performance)
•    28 days holiday (rising to 32 with service) plus bank holidays
•    Private healthcare for you and your family
•    Company car or car allowance
•    A pension with up to 10% employer contributions
•    Coaching and training to support your career development
•    Stream – a money management app that gives you access to a percentage of your pay as you earn it
•    Grocery Aid – 24/7 access to a range of emotional, financial, and practical support services for you and your family

Building an inclusive work environment

At Co-op, we’re proud to do things a different way. As one of the world’s largest co-operatives, owned by millions of members, community is at the heart of what we do. Since our Co-op was founded in 1844, we’ve had a clear social purpose, and everything we do as a business helps to build more value for our member-owners every day.

We’re actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the 
Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job.

We'll ask whether you’d like to be considered under the Disability Confident scheme when you apply.

If we invite you to take part in the recruitment process for any of our jobs, we’ll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at jobs.coop.co.uk/apply-process.

You can find out more about the Disability Confident scheme at Disability Confident Scheme - Co-op Colleagues and more about our commitments to diversity and inclusion here

If you’re successful in your application, we’ll perform some background checks as part of our pre-employment screening process. These will include an SRA check, credit checks, and a DBS (disclosure and barring service) check. Please note Co-op does not offer visa sponsorship for this role.

As part of your application, you'll need to complete an online assessment. This assessment typically takes up to 50 minutes. If you're a current Co-op colleague, this does not need to be completed.