Kept Assets Limited
1 - 10 employees
Kept Assets provide planning and advice on estate preservation and bloodline wealth protection.
Estate Planning Consultant
Job not on LinkedIn
🕒 April 1
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Kept Assets Limited
1 - 10 employees
Kept Assets provide planning and advice on estate preservation and bloodline wealth protection.
📋 Description
• Showing the importance of having the right Will in place • Discussing associated trusts, powers of attorney, and funeral plans • Working at your own pace and using your network of connections to provide a professional service to clients
🎯 Requirements
• Understanding of the vagaries of life and the threats to a family’s wealth • Experience in home service background, financial services, insurance services, B2C sales, or home party sales • Life experience and understanding of family dynamics will be advantageous
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