Estate Planner (Banking/Insurance/B2B Sales Experienced Welcome) – Up To Gross $6,000 or more
2 days ago
Position: Estate Planner (Banking/Insurance/B2B Sales Experienced Welcome) – Up To Gross $6,000 or more
Location: Central – Clarke Quay (Near M..
- Position: Estate Planner (Banking/Insurance/B2B Sales Experienced Welcome) – Up To Gross $6,000 or more
Location: Central – Clarke Quay (Near MRT)
- Working Hours: Monday to Friday | 9am to 6pm
- Salary (Commensurate with experience): Up to $3,000 Basic + Average Commission of $2000 - $3000 + Annual Leave + Medical Benefits + Variable Bonus
- Duration: Permanent
- Industry: Wealth & Estate Management
Main Responsibilities:
- Draft and review wills, trusts, LPA and other estate planning documents
- Provide clients with financial and legal advice regarding estate planning
- Analyze clients' financial situations and develop customized estate plans
- Advise clients on probate application and costs
- Coordinate with other professionals to complete estate plans
- Conduct regular reviews of clients' estate plans to ensure they remain up-to-date
- Assist clients in transferring assets to beneficiaries through various legal mechanisms
- Educate clients on the importance of estate planning and help them understand their options
- Help clients establish guardianships and conservatorships as needed
Requirements:
- Diploma/Degree in business administrative or relevant field with experience in direct sales or banking or insurance.
- Exceptional client relationship management skills
- Motivated, sales-driven
- Bilingual in English and Mandarin to communicate with associates who can only speak Mandarin
Email to: [email protected]
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***We do not charge our candidates any referral fee nor bind them with any contract.***
Chloe Ong
Senior Consulting Manager (APAC)
Reg no.: R22105510
EA No: 13C6684
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