Remote Legacy Planning Appointment Setter (Flexible, Part-Time)

Roles & Responsibilities
We're building a team of 10 elite legacy planning setters — and we want you in it. Everything is online: training, coaching, and daily work. No commute, no office. Just a laptop, a headset, and strong WiFi.

You'll connect with pre-qualified high-net-worth leads and book consultations for legacy preservation, trusts, and advanced wealth accumulation plans. Simple.

What you'll do:

• Reach out to high-value leads by phone and schedule wealth planning consultations

• Keep our client database sharp and up to date

• Hit weekly appointment and call targets

• Join virtual coaching sessions (we invest in your growth)

What you bring:

• 'O' Levels and above

• 1+ year in telemarketing, sales support, or client-facing role

• Clear, confident phone manner

• Self-starter who likes hitting goals

• Singapore work authorization

What you get:

• 10–12/hr base (experience matters)

• Performance bonuses on confirmed legacy planning appointments

• Full training + one-on-one mentorship — all online

• Pick your own 4-hour blocks — Mon–Fri 9AM–9PM or Sat 9AM–6PM

• Minimum 16 hrs/week

• 6-month contract (renewable), part-time

• Work from anywhere in Singapore with a strong connection. No travel needed. Ever.

John Liau | EA License: 24C2165 | Personnel: R2196654