Self-Employed Legacy Manager

5 days ago


Oxford, Oxfordshire, United Kingdom Co-op Digital Full time

Job Description

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As a self-employed estate planning consultant, you will have the flexibility to manage your own workload while working closely with customers to identify their needs and provide tailored solutions.

Your primary responsibility will be to discuss the benefits of our products and services with potential customers, helping them make informed decisions about their legal planning. You will also be responsible for capturing customers' instructions using our in-house Estate Planning Assistant software.



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