Monday , May 20 2024

Co-op Recruitment – Probate Consultant

Website Coop Jobs

Job Description:

We’re looking for ambitious probate consultants to join our team. At Co-op Legal Services we’re known for our ethical approach, innovative use of technology and commitment to members, customers and colleagues. And if you can bring the level of customer service skills and the ability to match products to customers’ needs that this role requires, then we can offer you a fantastic opportunity to progress your career with a business that’s all about people.

In this role, you’ll be making calls to clients and taking direct calls from clients over the phone, by video link and, if required, in person (when possible), The main role will be discussing the estate of the deceased and analysing what legal work is required on a case by case basis. It’s a big job with lots of responsibility. And it’s an even greater opportunity to shape the future of Co-op Legal and help take our services to the next level.

Job Responsibilities:

  • receive training and gain technical knowledge so you can explain complex legal issues to clients surrounding estate administration and also discuss with clients their own later life needs
  • document and translate information discussed during client visits, feeding back requirements into the case management team
  • carry out calls and appointments to discuss the deceased’s estate with the Executor of the estate or legal next of kin and identify the level of service they require.
  • work closely with customers to identify their different needs, taking an empathetic and considerate approach given their recent circumstances
  • take inbound calls from online customers

Job Requirements:

  • A naturally engaging and empathetic approach
  • The ability to consult and influence while showing enthusiasm for our products and services
  • Great communications skills, you can engage with customers both in person and on the phone
  • Knowledge of financial service, estate planning, and probate – this would be beneficial
  • The ability to work autonomously within a remote team
  • Previous field experience in matching customers’ needs
  • A full UK driving licence and access to your own vehicle, with flexibility to travel to visit different clients if required

Job Details:

Company: Coop Jobs

Vacancy Type: Full Time

Job Location: Birmingham, GB

Application Deadline: N/A

Apply Here

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