Self & Partner

Remote Appointment Setting for UK Estate Planning Services

Self & Partner

Location: Nationwide (UK)

Target Markets: Business Services

Benefits: Working with a well-established company | Successful track record with agents or sales people | Excellent commission terms | Professional training and support | Sales leads provided | Sales and marketing support | Freedom & flexibility

Terms: Satisfying, fair and a highly recognised part of the team.

Sales Type: Video meetings / online presentations

About Us

Self & Partner is an established national legal practice specialising in Estate Planning services. Operating for 15 years, the company is led by two senior partners, each bringing 30 years of qualified legal experience to the business.

With a dedicated team of five administrative staff, Self & Partner delivers comprehensive estate planning solutions to clients across both private and public sectors nationwide.

The company is actively seeking a self-employed telephone support professional to work with their remote team due to a retirement within the organisation.

 

  • Company

    Self & Partner

  • Contact person

    Colin Eldridge

Estate Planning Legal Services

Self & Partner delivers comprehensive Estate Planning legal services designed to protect clients’ assets and secure their family’s future. The practice specialises in will writing and estate planning, Estate Trusts setup and management, Lasting Powers of Attorney, and Court of Protection work.

These essential services help individuals and families navigate complex legal requirements while ensuring their wishes are properly documented and legally protected.

Benefits

  • 15 Years of Legal Excellence

    Work with a well-established practice backed by two senior partners with 30 years of qualified legal experience each. The company operates with a full support team of five administrative staff, providing stability and professional credibility.

  • Proven Success with Remote Teams

    The previous telephone support professionals worked successfully with the company from inception until retirement, demonstrating the long-term viability and satisfaction this role offers.

  • £40 Per Attended Meeting

    Earn £40 for every attended meeting you arrange, with a target of 8 meetings per week generating £320 weekly income. This equates to £1,280 every four weeks, with potential annual earnings of £16,640 based on consistent performance. Exceed the target and earn additional £40 per extra meeting arranged.

  • Complete System Access and Scripts

    Receive full access to proven systems including high-quality prospect data and effective scripts for different prospect types. The integrated calendar system handles video meeting bookings automatically and sends email and text reminders to prospects, streamlining your workflow.

  • Quality Prospect Data Provided

    Work with two types of carefully curated prospect data - high-quality leads requiring simple phone contact to book meetings, plus prospects needing more nurturing to convert. Both data sets come with proven scripts to maximise your success rate.

  • Marketing Support with Creative Freedom

    Benefit from comprehensive marketing support while having the flexibility to adapt scripts and approaches to maximise results. The company encourages professional creativity within guidelines to help you achieve optimal performance.

  • Flexible Remote Working

    Work from home with flexible hours that fit your schedule, contacting prospects during appropriate business hours. This self-employed position offers genuine work-life balance while maintaining professional standards.

Serving Private and Public Sectors Nationwide

You will be arranging consultations with prospects across both the private and public sectors throughout the UK. This includes individuals seeking personal estate planning solutions as well as organisations requiring corporate estate planning services.

The Right Person for This Role

You are a well-spoken, professional communicator who excels at building rapport over the telephone. As a self-employed appointment setter, you will be responsible for your own tax, National Insurance, and expenses while working flexibly from home.

This role offers genuine flexibility – you can work around your schedule while the company provides everything you need to succeed. You will receive high-quality prospect data, proven scripts that work, and access to the company’s advanced calendar system that handles video meeting bookings across multiple platforms including MS Teams, Zoom, WhatsApp, and FaceTime.

The automated system sends email and text reminders to prospects, reducing no-shows and maximising your earning potential. With data ranging from warm prospects to those requiring more nurturing, you will have varied challenges to keep the role engaging.