Estate Planning Specialist

2 days ago

Singapore beBeeFinancialPlanning Full time $1,800 - $2,500
Job Title: Estate Planning Specialist

Estate planning specialists work closely with clients to understand their financial goals and objectives.

The ideal candidate will have excellent communication skills, be self-motivated and disciplined, and have a strong understanding of estate planning concepts.

Responsibilities include:

  • Providing comprehensive estate planning advice to clients
  • Building and maintaining strong relationships with clients
  • Developing tailored solutions based on client needs
  • Achieving sales and service targets

Requirements:

  • Polytechnic or university graduate
  • Minimum age 21 and above
  • Strong communication and interpersonal skills
  • Self-motivated, disciplined, and eager to learn
  • Sales or financial planning experience is an advantage

Benefits:

As an estate planning specialist, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and achieve career advancement opportunities.

Key Skills:

Youth culture, sponsorship, television, entertainment, editorial, financial planning, interpersonal skills, supply chain, content strategy, economics, planner, assortment

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