Remote Legacy Planning Appointment Setter (Flexible, Part-Time)
Remote
About the company
Roles & Responsibilities We're building a team of 10 elite legacy planning setters — and we want you in it. Everything is online:
- training
- coaching
- daily work
No commute, no office. Just a laptop, a headset, and strong WiFi.
Your tasks
You'll connect with pre-qualified high-net-worth leads and book consultations for legacy preservation, trusts, and advanced wealth accumulation plans. Simple.
- 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)
Requirements
- '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 we offer
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.
Other
John Liau | EA License: 24C2165 | Personnel: R2196654