Legacy Planning Advisor

Help Families Understand the Importance of Estate Planning

Veteran Savings Network is hiring a Legacy Planning Advisor to help launch and grow our new estate planning division.

This is a ground-floor opportunity for the right person to step into a meaningful, client-facing role inside a fast-growing company with 600 5-star Google reviews and a strong reputation for trust, service, and results.

While this division is new for us, we are a certified advisor for a digital trust platform that has been around since 1985 and has been used to complete over 20,000 trusts. That gives us a strong foundation, proven process, and real credibility from day one.

This role is centered around education, communication, and guidance.

You are not expected to be an attorney.
You will NOT be providing legal advice.
You are not expected to come in as an estate planning expert.

Instead, your role is to help individuals and families:

• understand why estate planning matters
• recognize the importance of getting foundational protections in place
• feel comfortable moving forward through a clear, guided process
• stay informed and supported from the first conversation through final execution

We are looking for someone who can build trust, explain things clearly, and help people take action on something important.

Why This Role May Be a Great Fit

This position is ideal for someone who enjoys:

• educating people
• leading helpful conversations
• simplifying topics that may feel overwhelming
• building trust with individuals and families
• guiding people through an important process
• being part of a mission-driven, growth-oriented company

This role can be especially attractive to people who have experience in:

• teaching or education
• community education or outreach
• financial literacy education
• customer service
• member services
• client support
• onboarding
• consultative communication roles
• relationship-based advising

If you are the kind of person who naturally helps others understand, feel comfortable, and move forward, this role may be a very strong fit.

What You’ll Do

As a Legacy Planning Advisor, you will:

• meet with individuals and families through scheduled consultations
• educate clients on the importance of proper estate planning in a clear and approachable way
• explain the attorney guided digital trust-based planning process using simple, easy-to-understand language
• help qualified clients move forward with the program
• manage the client relationship from the initial consultation through final execution
• conduct and facilitate notarization meetings (You must be or become a Notary)
• help clients feel informed, supported, and confident throughout the process
• maintain CRM documentation and follow a structured workflow
• support warm transitions to additional planning resources when appropriate
• contribute feedback and ideas as the division grows

This is not a cold-calling role and not a high-pressure sales job.

It is a structured, relationship-based role built around education, communication, and helping families take action.

Who We’re Looking For

We are looking for someone who is:

• polished, professional, and personable
• RELIABLE
• a strong communicator
• naturally good with people
• comfortable speaking with clients in person and over virtual meetings
• patient, clear, and confident when explaining important topics
• highly coachable
• organized and process-oriented
• a self-starter
• hungry to grow
• interested in long-term opportunity and leadership potential

You do not need prior estate planning experience.

You do need:

• strong people skills
• professionalism
• work ethic
• coachability
• the ability to build trust
• the ability to explain things clearly without making them feel intimidating

Preferred Backgrounds

Strong candidates may come from backgrounds such as:

• teaching, education, or instructional roles
• credit union or banking roles involving member education
• financial literacy or community education roles
• customer service
• client service or advisory support
• onboarding or customer success
• relationship management
• senior services or family-support roles
• consultative inside sales
• estate planning intake or legal client intake

Candidates with a teaching background are strongly encouraged to apply.

Teachers often do especially well in this kind of role because they know how to:

• explain important concepts clearly
• lead conversations with confidence
• build trust
• help people feel comfortable
• create understanding without overwhelming someone

Candidates from strong customer service or member-facing financial institutions may also be excellent fits, especially if they are used to educating people and helping them make informed decisions.

What Makes This Opportunity Different

• chance to help launch a new division inside a fast-growing company
• backed by Veteran Savings Network, powered by Lifeway Financial Group
• supported by a proven digital trust platform with a long operating history
• 600 5-star Google reviews
• meaningful client-facing work
• structured training and support
• no cold calling
• long-term growth and leadership opportunity for the right person

We are intentionally looking for someone with leadership potential.

For the right person, this is not just a role to fill. It is an opportunity to get in early, help shape the division, and grow as the platform expands.

Training and Support

You will receive training, structure, and support to learn:

• how to explain the importance of estate planning in a simple, client-friendly way
• how to guide people through the process confidently
• how to stay within the structure and tools we provide
• how to create a strong client experience from start to finish

Again, this role is not about becoming a lawyer as you will NOT be providing legal advice!

It is about becoming excellent at educating, guiding, and helping people move forward through a proven process.

Requirements

• strong communication and relationship-building skills
• willingness to work in office
• comfort with in-person meetings, virtual meetings, and phone conversations
• willingness and ability to become a Notary Public
• comfort using CRM systems and following structured workflows
• high integrity, professionalism, and follow-through

Compensation

This role offers a combination of base support and performance-based compensation.

The right person should be comfortable with a meaningful portion of compensation being tied to results, client progress, and overall contribution to business outcomes. Additional compensation details will be discussed during the interview process.

About Veteran Savings Network

Veteran Savings Network, powered by Lifeway Financial Group, helps individuals and families make informed decisions that protect their health, finances, and future.

As we expand into legacy planning, we are looking for the right person to help us educate clients, guide important conversations, and help build this next chapter of the company.

To Apply

Please submit your resume and a short note explaining why this opportunity interests you.

We are especially interested in candidates who are coachable, strong with people, comfortable educating others, and excited about growing into leadership inside a fast-growing company.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Paid time off

Work Location: In person

Salary : $60,000 - $80,000