Partnership Consultant

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.