Estate & legacy Planning Consultant

2 days ago

Singapore DEFTACT LIMITED LIABILITY PARTNERSHIP Full time

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 Provide Pre-Planning Consultation – Assist clients in understanding and selecting suitable niche, pedestal, and funeral pre-planning packages. Facilitate Estate Planning Documents – Guide and assist customers through the process of Will Writing, Lasting Power of Attorney (LPA), and Advance Medical Directive (AMD). Engage in Field Prospecting – Conduct street prospecting and participate in day tour events to reach potential clients. 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 #J-18808-Ljbffr

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