Found Description
We are seeking a dynamic and client-focused B2B Sales Consultant to manage and convert client enquiries into successful advisory engagements. The role involves understanding client requirements, providing expert guidance on wills and estate planning solutions, and managing the end-to-end consultation process to ensure high client satisfaction and business growth.
Responsibilities
- Engage with prospective clients to understand their estate planning needs and provide appropriate advisory solutions
- Conduct detailed consultations to explain wills, trusts, succession planning, and related services
- Manage the complete client lifecycle from initial consultation to closure and post-service follow-up
- Build trust-based relationships with clients through professional, empathetic, and compliant advisory interactions
- Coordinate with internal teams (Legal, Documentation, Operations, and Compliance) to ensure seamless service delivery