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Job Description
The Position:
Legal Advisor:Legal Advisor is a person who is responsible for providing clients with legal assistance and advice. The responsibilities of a legal advisor include drafting legal documents, structuring solutions for issues, and providing support in legal issues.
Requirement:
· Qualified Lawyer(Mandatory)(PQE:1-2 Years)
· Previous experience with estate planning matters
· Excellent Analytical and Legal skills
· Writes and Speaks fluent English
· Conducting legal analysis and researching legal matters pertaining to estate planning.
· Providing advice on legal matters related to wills trusts and estate planning documents.
· Drafting legal estate plans, documents, and briefing documents.
· Maintaining the relation with estate planners associated with the company and enrolling new advisors for the same
Key Responsibilities:
1) Doing regular meetings with clients to understand their requirements.
2) Providing customized & tailored advise to the clients as per their estate requirements & needs.
3) Creating the various documents as per the Estate plan, proof reading the same.
4) Sharing proposal letters to the clients.
5) Coordinating with the reporting head for the final heads up of the documents before sharing the same with the client.
6) Empanelling agents for registration & lawyers in various cities, creating a list of existing empanelled partners.
7) Expanding pool of Company’s members by tapping new companies, new data, strategies for the same.
8) Retaining existing members, maintaining relationships for getting the business.
9) Assisting the member with the required support to market estate planning planning services.
10) Creating various marketing collaterals for promoting the estate planning services.
11) Reaching out to the members on regular basis for conducting their client sessions.
12) Tapping the direct clients ensuring a better conversion.
13) Ensuring regular training of existing members.
14) Creating a SOP of the Company having all inline processes, member database, empanelled partners database & more.
