Job description

Provide professional consultation on will writing, trust setup, and estate planning.
Assist clients in designing comprehensive wills and trusts solutions.
Build and maintain strong client relationships.
Conduct seminars, workshops, or sharing sessions on estate and trust planning.
Collaborate with insurance agents, financial planners, legal advisors, and other professionals to serve clients better.
                    

Requirements

Passionate about helping families with estate planning.
Strong communication and interpersonal skills.
Background in finance, insurance, legal, or related fields preferred (not compulsory).
Self-motivated, disciplined, and results-oriented.
Willingness to continuously learn and improve professional knowledge. 
                    

Benefits

Attractive commission and performance-based incentives.
Professional training and mentorship program.
Opportunity to serve high-net-worth clients.
Flexible working hours with entrepreneurial growth path.

                    

Additional Information

• Age Range of Candidate: 21 to 50 years old
• Experience: None
• Specific Work Location: -