(Managerial or Executive Level - Estate Planning Services)
We are a leading estate planning firm dedicated to helping individuals and families protect and pass on their legacies. We are looking for a driven and relationship-focused professional to strengthen our distribution channels, grow partnerships, and help shape the future of our business.
Key Responsibilities
Build & Nurture Relationships
- Develop and deepen partnerships with existing distribution channels through coaching, consultations, and strategic engagement.
Drive Channel Growth
- Plan and implement strategies to increase conversion rates and expand our reach.
Engage & Educate
- Conduct outreach activities to maintain brand visibility and deliver compelling presentations to varied audiences.
Optimise Processes
- Identify opportunities to simplify and improve workflows for channel partners.
Track & Report
- Prepare weekly progress reports with actionable insights for presentation to management.
Lead & Mentor
(Managerial role)- Guide and develop team members, fostering their professional growth and performance.
What We're Looking For
Self-motivated, resourceful, and results-driven.
Confident presenter with strong interpersonal and relationship-building skills.
High integrity, accountability, and a positive, solutions-oriented attitude.
Strong problem-solving, lead generation, and negotiation abilities.
Excellent time management, organisational skills, and attention to detail.
Proficient in Microsoft Office, Google Workspace, and Canva.
Experience in finance, insurance, marketing, strategy, or operations is preferred.
Prior leadership experience for managerial position.
What We Offer
Location:
Central Singapore (Tanjong Pagar)
Work Week:
Monday to Friday (Hybrid work arrangement)
Salary:
Executive: from $3,200/month (negotiable based on experience)
Managerial: from $4,000/month (negotiable based on experience)
13th Month Salary
Professional development & mentorship
Clear career growth opportunities
Join us
and be part of a team where your expertise will directly contribute to empowering individuals and securing their futures.
Job Types: Full-time, Permanent
Pay: From $4,000.00 per month
Benefits:
Professional development
Promotion to permanent employee
Work Location: In person
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