Strategic Estate Planning Advisor

InZone is seeking a dynamic B2B Sales Consultant to manage client inquiries and convert them into successful advisory engagements on wills and estate planning. You will understand client requirements, provide expert guidance, and oversee end-to-end consultations for high client satisfaction and business growth.

Responsibilities include engaging with prospective clients, explaining wills and trusts, managing the full lifecycle from initial contact to closure, and coordinating with Legal,