Estate Planning Executive (Banking/Insurance/B2B Sales Experienced Welcome) - Up To Gross $6,00[...]
Job details
Position: Estate Planning Executive (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: chloe@searchpersonnel.com.sg Do visit for more job listings. ***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#J-18808-Ljbffr
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