Will Writer / Estate Planner
Skills
Administrative AssistanceAnalytical SkillsCustomer SupportEasily AdaptableEnhanced Data Rates For GSM EvolutionInsuranceMarketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Self-employed mindset
- Willingness to invest in required exams and software licence
- Ability to work flexibly and independently
- Strong people-centric communication
- Interest in will writing estate planning and bloodline planning
- Commitment to professional training and ongoing development
Nice to have
- People-centric
- Self-motivated
- Flexible
- Business-minded
- Client-focused
- Adaptable
Day to day
- Work independently as a self-employed Will Writer and Estate Planner serving clients with sensitive, people-focused advice.
- Prepare wills estate plans and bloodline planning documents while using provided systems training and branded marketing support.
- Build and manage your own flexible lifestyle business with ongoing professional guidance monthly updates and client support.