Kept Assets Limited
1 - 10 employés
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
Kept Assets offre des services de planification et de conseil sur la préservation des patrimoines et la protection des légations familiales.
Estate Planning Consultant
Emploi pas sur LinkedIn
🕒 il y a 4 mois
🗣️🇺🇸🇬🇧 Anglais requis
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Kept Assets Limited
1 - 10 employés
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
Kept Assets offre des services de planification et de conseil sur la préservation des patrimoines et la protection des légations familiales.
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
🎯 Exigences
• 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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