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

• Minimum 2 years of experience in estate planning, financial advisory, insurance, banking, wealth management, or a related sales role.
• Strong sales and relationship management skills.
• Excellent communication and presentation abilities.
• Self-motivated, goal-oriented, and able to work independently.
• Proven track record in client acquisition and business development is an advantage.
• Relevant certifications or industry qualifications will be beneficial.

What We Offer

• Attractive remuneration package with performance-based incentives.
• Continuous professional development and training.
• Opportunities for career advancement.
• Supportive and collaborative work environment.
• Access to a broad range of financial and estate planning solutions.

If you are passionate about helping clients protect their assets and legacy while building a rewarding sales career, we would love to hear from you.