Company: The Co-Operative Group
Location:
Job Description:
Overview
In this role you lead the Estate Planning Consultants’ team to achieve sales and service targets within a market-leading legal services group. You’ll develop and coach talent, coordinate with B2B partners, and shape client journeys to deliver an excellent client experience. The role combines remote, field-based leadership with cross-functional collaboration across operations, risk, and compliance. You’ll contribute to scalable growth and improved customer outcomes in estate planning. This is an opportunity to transform how accessible, ethical legal services are delivered at scale.
Pay / Benefits
- annual bonus
- private healthcare
- company car
- 28 days holiday rising with service
- pension contributions
- cycle-to-work scheme
Responsibilities
- Lead and develop a remote estate planning consultants team to meet sales targets for estate planning and funeral plans
- Implement performance management frameworks to support staff development
- Train, coach, and mentor team members and wider estate planning sales teams
- Support B2B partner relationships with training and guidance as needed
- Manage complaint handling and resolution processes
- Collaborate with partners in operations, legal, risk, and compliance
- Report to Head of Sales and contribute to leadership discussions
Key requirements
- Experience managing remote or field-based teams
- Proven consultative sales track record
- Experience working in a regulated environment
- Experience managing external partner relationships
- Proven ability to meet sales targets
- Ability to train and coach a large team
- Excellent communication skills
- leadership
- communication
- coaching
- stakeholder management
…
Posted: November 1st, 2026