全职 Will Writing Specialist 工作, 薪水 up to SGD 5,000, INSING ASSURANCE AGENCY PRIVATE LIMITED 公司招聘中 - Ricebowl

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