Estate Planner (Sales Role)

About the Role

We are seeking a motivated and experienced Estate Planner to join our growing team. This is a client-facing sales role focused on helping individuals and families protect their wealth, preserve their legacy, and achieve their estate planning objectives.

Key Responsibilities

• Conduct estate planning consultations with clients.
• Assess clients' financial and family situations to identify estate planning needs.
• Recommend suitable estate planning solutions, including wills, trusts, and legacy planning strategies.
• Build and maintain long-term client relationships.
• Generate new business opportunities through networking, referrals, and business development activities.
• Collaborate with financial consultants and other professionals to deliver comprehensive solutions.
• Ensure compliance with all regulatory and company requirements.

Requirements

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