- Singapore
INSING ASSURANCE AGENCY PRIVATE LIMITED Hiring! Full Time Will Writing Specialist in , Earn up to SGD 5,000 - Ricebowl
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Job Description
Responsibilities
We are looking for a knowledgeable and client-focused
Will Writing Specialist
to join our team. This role combines professional will-writing services with client engagement and educational events.
You will work closely with clients to understand their estate planning needs, prepare wills according to their instructions, and help them better understand the importance of proper estate planning.
Key Responsibilities
Will Writing & Client Advisory
Conduct consultations with clients to understand their family circumstances, wishes and estate planning objectives
Draft and prepare wills based on clients' instructions and applicable requirements
Guide clients through the will-writing process and explain key provisions clearly
Coordinate with relevant professionals where matters fall outside the scope of will writing
Maintain accurate and confidential client records
Events & Public Speaking
Deliver talks, seminars and workshops on wills, estate planning and legacy planning
Serve as a speaker at client events, corporate events and educational sessions
Develop engaging presentations and educational materials for different audiences
Answer general questions and facilitate discussions during events
Client Engagement
Build strong relationships with clients through professional and approachable communication
Work alongside our financial advisory team to provide a more comprehensive estate-planning experience
Follow up with clients where appropriate and identify opportunities for further estate-planning discussions
Will Writing Specialist
to join our team. This role combines professional will-writing services with client engagement and educational events.
You will work closely with clients to understand their estate planning needs, prepare wills according to their instructions, and help them better understand the importance of proper estate planning.
Key Responsibilities
Will Writing & Client Advisory
Conduct consultations with clients to understand their family circumstances, wishes and estate planning objectives
Draft and prepare wills based on clients' instructions and applicable requirements
Guide clients through the will-writing process and explain key provisions clearly
Coordinate with relevant professionals where matters fall outside the scope of will writing
Maintain accurate and confidential client records
Events & Public Speaking
Deliver talks, seminars and workshops on wills, estate planning and legacy planning
Serve as a speaker at client events, corporate events and educational sessions
Develop engaging presentations and educational materials for different audiences
Answer general questions and facilitate discussions during events
Client Engagement
Build strong relationships with clients through professional and approachable communication
Work alongside our financial advisory team to provide a more comprehensive estate-planning experience
Follow up with clients where appropriate and identify opportunities for further estate-planning discussions
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