B2B Estate Planning Consultant & Advisor

InZone Corporate Services Provider; Dubai; On-site; AED 201,000 - 290,000; Full time

Job summary

InZone Corporate Services Provider in Dubai is seeking a Partnership Consultant to manage and convert client enquiries into advisory engagements. The role focuses on understanding client requirements and delivering expert guidance on wills and estate planning solutions.

You will coordinate end-to-end consultations to ensure high client satisfaction and contribute to business growth, working in a dynamic B2B environment.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Law, or a related field required.
• 2–4 years of experience in client consulting, advisory roles, sales, or relationship management.
• Proven ability to handle client consultations and close advisory engagements.

Responsibilities

• Manage and convert client enquiries into successful advisory engagements.
• Understand client requirements and provide guidance on wills and estate planning solutions.
• Oversee end-to-end consultation process to ensure client satisfaction and business growth.

Skills

Client consultations

Sales/Advisory skills

Education

Bachelor's degree in Business Administration, Finance, Law, or a related field

Master’s degree preferred

Job description

InZone Corporate Services Provider in Dubai is seeking a Partnership Consultant to manage and convert client enquiries into advisory engagements. The role focuses on understanding client requirements and delivering expert guidance on wills and estate planning solutions.

You will coordinate end-to-end consultations to ensure high client satisfaction and contribute to business growth, working in a dynamic B2B environment.