Estate Planning Consultant Opportunity
1 week ago
As an Estate Planning Consultant with Beacon Advice, you will have the autonomy to manage your own client relationships while being part of a larger trusted network. You will provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help secure their legacy.
Key Responsibilities:
- Guide clients through important estate planning decisions with empathy and expertise.
- Draft and review key documents such as wills and trusts, ensuring they comply with current laws.
- Tailor your services to meet each client's individual goals and needs.
- Stay updated on estate planning laws and best practices, with training support from Beacon.
Salary: $80,000 - $120,000 per year, uncapped potential based on performance.
Requirements:
- A minimum of 1 year in estate planning or a related field.
- Proven ability to create and review wills, trusts, and other estate documents.
- Excellent communication skills and a passion for delivering top-notch client service.
Why Partner with Beacon Advice?
- Earn 100% of Your Fees: No commission cuts, no revenue sharing – you keep every penny you earn.
- Ultimate Flexibility: Work from anywhere, set your own hours, and create the perfect work-life balance.
- Client Acquisition Support: We handle marketing and attract clients, so you can focus on providing exceptional service.
- Continuous Training: Access top-tier training and industry updates to stay at the forefront of estate planning.
- Community and Collaboration: Join a vibrant network of peers, sharing best practices and advice in a supportive environment.
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