Senior Estate Planning Sales Consultant
United Kingdom/ RemoteSenior 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.
This role is a great opportunity for someone who is looking to progress their career and develop into a Regional Manager role.
Why this job matters
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 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
- Be flexible to travel to meet members of your team in person and attend home visits with clients
What you’ll bring
We’re committed to making our roles as accessible as possible, so we only ask for the minimum criteria. To thrive here, you’ll need to bring:
- 12 to 18 months of experience within a legal sales consultant role or previous experience in a management or coaching role
- A proven track record of frequently achieving KPIs and targets within the EPC Objectives on Commercial, Compliance and Client
- Strong experience with or interest in management of colleagues
- 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
- Excellent level of legal knowledge
A place you’ll belong
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.
Benefits
- Coaching, training and support such as study leave, to help you develop your skills and progress your career
- Pension with up to 10% employer contributions
- Incentive scheme up to 10% after probation
- 28 days holiday plus bank holidays (rising to 32 in line with service)
- Wellbeing benefits to support your physical financial and mental health
- Discounts on Co-op products and services
Success profile
What makes a successful member of our team? Check out the top traits we're looking for and see if you have the right mix.
- Team-work
- Detail orientated
- Organisation
- Communication
- Relationship-building
- Adaptability
Your career at Co-op Legal Services
You’ll find exciting and rewarding career opportunities here, as well as real work/life balance and innovative tools and technology which allow you to focus single mindedly on the needs of your clients.
We regularly recruit for qualified and non-qualified jobs and if you share our obsession with client care, we can help you build a fulfilling legal career.
Our practice areas
Our Legal Services teams are dedicated to supporting clients in their hour of need. We work hard, go the extra mile and hit targets to make sure their cases are resolved in a timely way. With that comes the satisfaction of knowing we’ve done right by our clients during life’s most difficult moments.
Our probate colleagues support bereaved families as they manage the legal and financial processes surrounding the money, property, and possessions of a person who’s died. Our probate teams are experts at what they do and are supported by innovative AI tools and case management technology.
Our wills and estate planning teams help clients make a will that’s right for their circumstances. It’s vital that in their hour of need, clients can make informed choices about their legal planning, and our wills and estate planning colleagues discuss their wishes and offer expert guidance and support.
Our trusted family law colleagues help clients navigate a wide range of important life moments including divorce, legal separation and child custody matters. We recruit for a variety of qualified and non-qualified roles, and no matter which part of the team you join, you’ll get comprehensive training and a wide range of options to develop your skill set without breaking the bank.
Our personal injury solicitors and litigation lawyers are committed to getting the best outcomes for our clients. Each year, they secure millions of pounds in compensation for people who have been injured in accidents through no fault of their own.
Our medical negligence team works tirelessly to secure compensation for those who have suffered due to medical negligence or accidents caused by healthcare professionals. Building a career as a medical negligence solicitor at Co-op Legal Services offers you the chance to make a real difference and have a visible impact on the wellbeing of your clients.
Application process
At Co-op, we’re passionate about doing great work for the communities we trade in. That means having the right people, from all walks of life and backgrounds, in our team to serve them. Take a look below how to become one of our colleagues.
Applying for a job
You can apply for a job with us quickly and easily on your laptop or phone. It doesn’t matter what you’ve done before or if you have little experience — it’s all about matching our values and bringing your passion, motivation and capabilities to your new role.
CV shortlisting
If you pass the assessment your CV will be reviewed by our Talent Acquisition team. If you meet the essential criteria for the role your CV will be sent through to the hiring manager to review.
Interview
If you're selected for interview, you'll be sent an email for you to choose a date and time for your interview - but if you can't make it don't worry, you can reschedule your interview online up to 48 hours before your interview is due, or you can reach out to our Talent Acquisition team and we can try and accommodate a new time or date. Before your interview, we’ll send you a really helpful guide on how best to prepare, so nothing on the day should surprise you, and most importantly what proof you need to bring to prove your right to work in the UK.
Your decision
If you’re successful at your interview, you’ll receive a phone call from the hiring manager you met to talk about your job offer. If you accept, we’ll then send your offer online via an email. Before anything can be processed, we'll need you to accept this offer online. This will start your journey into our Co-op.
Help with your application
If you want to be better prepared for the application process, whether you’re applying for a job at Co-op or somewhere else, our Career Development Hub gives you free access to tools that can help.
Build your CV, practice interview techniques and psychometric tests, or take quizzes on ability, motivation, personality and resilience. It’s all designed to help you develop your skills and build your career.
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