Estate Wealth & Legacy Planner (Flexible Hours)

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 71,842 - 215,527; Full time

Benefits offered by this job

Attractive commission structure

Performance bonuses

Flexible working hours

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is seeking motivated individuals to join as Estate Planning Consultants. You will engage clients to understand their financial needs while providing advice on wealth preservation and legacy planning.

The ideal candidate will possess a minimum Diploma, strong interpersonal and communication skills, and be self-motivated. The position offers a hybrid work arrangement and the potential for performance-related income.

Qualifications

• Minimum Diploma in any discipline.
• Strong interpersonal and communication skills.
• Experience in customer service, banking, insurance, or sales is advantageous.

Responsibilities

• Meet and engage with clients to understand their financial needs.
• Provide guidance on wealth preservation and legacy planning.
• Build and maintain long-term relationships with clients.

Skills

Interpersonal skills

Communication skills

Customer service experience

Sales experience

Education

Minimum Diploma in any discipline

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is seeking motivated individuals to join as Estate Planning Consultants. You will engage clients to understand their financial needs while providing advice on wealth preservation and legacy planning.

The ideal candidate will possess a minimum Diploma, strong interpersonal and communication skills, and be self-motivated. The position offers a hybrid work arrangement and the potential for performance-related income.