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Remote Legacy Planning Appointment Setter Part-Time
Remote / Online - Candidates ideally in
Singapore, Singapore
Listed on 2026-10-26
Singapore, Singapore
Listing for:
TALEIX PRIVATE LIMITED
Part Time, Remote/Work from Home
position Listed on 2026-10-26
Job specializations:
-
Sales
Appointment Setter/ Scheduler
Job Description & How to Apply Below
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)
- '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
- 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
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