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.