Estate Planning Advisor

2 weeks ago

Delhi Mumbai NCR Pune, India Willjini Succession Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

First things first: You wont be making cold calls or persuading anyone to buy something they dont need.

Instead, youll be advising clients who have shown interest in our services - and guiding, educating them make the best decisions for their unique situations.

Think of an Advisor: empathy first, zero hard-sell, deep product knowledge.

That's the ethos we want for estate planning.

Youll be the first human touch-point for inbound leads, guiding families to the right WillJini solution without cold-calling quotas or pushy tactics.

Key Responsibilities

  • Discovery & education Conduct scheduled phone / video consultations to map a clients family structure, assets and succession concerns, translating legal jargon into everyday language.
  • Tailored recommendations Suggest the most suitable Will, Trust or Probate service and outline next steps; no one-size-fits-all" pitches.
  • Trust-building follow-ups Send personalised summaries, answer queries on WhatsApp/email and nudge prospects toward an informed decision—never a pressured one.
  • Smooth hand-offs Create detailed briefs for our legal team so clients experience a seamless shift from advisory to execution.
  • Pipeline hygiene Log every interaction in the CRM, track opportunity stages and share customer insights with marketing, product and ops.
  • Continuous learning Stay abreast of inheritance laws, taxation changes and WillJini product updates to keep advice razor-sharp.

Preferred candidate profile

  • Experience: 2-6 yrs in consultative sales / advisory (insurance, wealth, fintech, legal tech). Proven track record of meeting targets through trust, not pressure.
  • Education: Any graduate; LLB/CFP/CLU a plus.

  • Skills:

  • Exceptional verbal & written communication in English and at least one Indian language.

  • Active listening and problem-solving finesse.
  • Ability to simplify complex financial-legal concepts.

  • Comfortable with Zoom, Google Workspace and a modern CRM.

  • Mindset: Empathetic, intellectually curious, metrics-oriented and ethically uncompromising.

Nice-to-Have

  • Exposure to wills, trusts, insurance or tax advisory.
  • Experience with high-net-worth or NRI clientele.
  • Public-speaking or webinar-hosting chops.

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