Key skills
Sales
About this role
Role Overview
- Showing the importance of having the right Will in place
- Discussing associated trusts, powers of attorney, and funeral plans
- Working at your own pace and using your network of connections to provide a professional service to clients
Requirements
- Understanding of the vagaries of life and the threats to a family’s wealth
- Experience in home service background, financial services, insurance services, B2C sales, or home party sales
- Life experience and understanding of family dynamics will be advantageous