Business Consultant

SUMMARY:
Business Consultant – Drive Growth and Build Key Partnerships!

POSITION INFO:

Job Title: Business Consultant

Sector: Financial Services / Insurance

Job Description:
We are looking for a motivated and professional Business Consultant to join our high-performing team. In this role, you will build and manage relationships with Financial Planners and Intermediaries, helping them understand our solutions related to estate planning and the real costs of dying. You’ll play a key role in growing our business by effectively promoting our services and providing ongoing support to ensure client satisfaction and business growth.

Key Responsibilities:

• Build strong business relationships and partnerships.
• Identify new clients and opportunities to expand the business.
• Provide training and support on estate planning and wills.
• Manage onboarding processes and maintain client relationships.
• Conduct negotiations, close deals, and deliver product presentations.

Skills & Requirements:

• Excellent communication and relationship-building skills.
• Strong administrative and organizational abilities.
• Experience in the insurance or financial services industry is a plus.
• Ability to travel extensively (own car required).