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
- Maintain accurate client records and track consultation outcomes using CRM systems
- Achieve individual revenue and conversion targets while maintaining high service quality standards
- Stay updated on estate planning regulations, legal changes, and best practices to provide accurate guidance
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Education & Experienc
- 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 engagement).
