About this role
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.
Requirements
- Bachelor’s
degree in Business Administration, Finance, Law, or a related field (Master’s
preferred).
- 2–4
years of experience in client consulting, advisory roles, sales, or
relationship management (experience in legal, financial services, or estate
planning preferred).
- Proven
ability to handle client consultations and close advisory engagements.