and regulatory standards. The Wills Sales Consultant plays a key role in identifying cross sell opportunities within the full range... client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with legal...
and regulatory standards. The Wills Sales Consultant plays a key role in identifying cross sell opportunities within the full range... client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with legal...
tailored solutions. o Promote and sell BetterSures wills services, achieving individual sales targets. o Conduct telephonic...Duties: - Client Consultations and Sales: o Engage with clients to understand their estate planning needs and provide...