Estate & legacy Planning Consultant

DEFTACT LIMITED LIABILITY PARTNERSHIP; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A planning consultancy firm in Singapore is seeking an Estate & Legacy Planning Consultant to guide individuals in making important life planning decisions. The role involves consulting clients, assisting with estate planning documents, and engaging in outreach efforts. The ideal candidate is self-motivated, able to communicate in English and Chinese, and is passionate about helping others. Comprehensive training and attractive commission-based income are offered.

Benefits

Comprehensive training and mentorship

Attractive commission-based income

Long-term growth opportunities

Qualifications

• Must be a Singapore Citizen or Permanent Resident.
• Age 18 and above.
• Able to write simple English for documentation.

Responsibilities

• Assist clients in understanding suitable pre-planning packages.
• Guide customers through Will Writing and LPA processes.
• Conduct street prospecting to reach potential clients.
• Perform door-to-door prospecting to introduce services.

Skills

Effective communication in English and Chinese

Self-motivated and disciplined

Passionate about helping others

Job description

Job Description

Join our dedicated team in helping families plan ahead with peace of mind. As an Estate & Legacy Planning Consultant, you will play a meaningful role in guiding individuals through important life planning decisions, including afterlife and estate arrangements.

Roles & Responsibilities

1. Provide Pre-Planning Consultation
   – Assist clients in understanding and selecting suitable niche, pedestal, and funeral pre-planning packages.
2. Facilitate Estate Planning Documents
   – Guide and assist customers through the process of Will Writing, Lasting Power of Attorney (LPA), and Advance Medical Directive (AMD).
3. Engage in Field Prospecting
   – Conduct street prospecting and participate in day tour events to reach potential clients.
4. Door-to-Door Outreach
   – Perform door-to-door prospecting to introduce pre-planning and estate planning services to households.

Requirements

• Must be a Singapore Citizen or Permanent Resident
• Age 18 and above
• Able to communicate effectively in English and Chinese
• Able to write simple English for documentation and communication purposes
• Self-motivated, disciplined, and passionate about helping others plan for the future

What We Offer

• Comprehensive training and mentorship
• Attractive commission-based income with performance incentives
• Meaningful and fulfilling career with long-term growth opportunities