Estate Planning Consultant – Financial Sales Role

About the role

As an Estate Planning Consultant you will act as a field sales representative for a leading financial services provider in Singapore. You will meet prospects, understand their investment goals and propose suitable financial solutions while building lasting client relationships.

Key responsibilities

• Develop a deep understanding of the company’s investment products and financial instruments.
• Network with prospects through face‑to‑face or virtual meetings to assess their needs.
• Present tailored investment options and guide clients toward informed decisions.
• Cultivate and grow relationships across a diverse client base.
• Build personal branding and implement lead‑generation strategies.
• Achieve sales targets and performance metrics.

Required profile

• Diploma or Bachelor’s degree in any discipline.
• Excellent communication skills and a strong desire for people‑facing work.
• Willingness to continuously learn about financial markets and products.
• Aggressive, hunter‑type sales mindset.
• Client‑centric attitude with the ability to nurture relationships.
• Open to fresh graduates and candidates without prior financial sector experience.

Required skills

What we offer

• Meritocratic environment with clear career progression.
• Industry‑leading training and mentorship.
• Uncapped earning potential – the more you sell, the more you earn.