Legacy Consultant Lead

3 days ago


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

As an Estate Planning Advisor, you will play a key role in helping customers make informed decisions about their legal planning. You will work independently as a self-employed consultant, managing your own workload and client appointments. Your responsibilities will include attending appointments generated by the company, gaining referrals and self-generating at least 50% of new business, and delivering talks and seminars to community groups.



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