Estate Planning Consultant - KwaZulu-Natal
Momentum Group Limited
South AfricaOn-siteFull-time
Introduction The Estate Planning Consultant is responsible for driving the adoption, promotion, and implementation of the Momentum Estate Plan solution, working collaboratively with a Retail Business Consultant (RBC) and Investment Consultant (IC) and Legal Adviser. Role Purpose The role focuses on delivering estate planning solutions to intermediaries (IFA) by integrating Wills and or Momentum Estate Plan product, and positioning it as a estate planning solution, supported by a Legal Adviser t…