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Business
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Monday - Friday 9:30 AM - 6:30 PM
Saturday - Sunday Closed
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LER Resources Sdn. Bhd. - - Recruitments - Estate Planner - Provide professional consultation on will writing, trust setup, and estate planning. Assist clients in designing comprehensive wills and trusts solutions. Build and maintain strong client relationships. Conduct seminars, workshops, or sharing sessions on estate and trust planning. Collaborate with insurance agents, financial planners, legal advisors, and other professionals to serve clients better. - Passionate about helping families with estate planning. Strong communication and interpersonal skills. Background in finance, insurance, legal, or related fields preferred (not compulsory). Self-motivated, disciplined, and results-oriented. Willingness to continuously learn and improve professional knowledge.
Estate Planner
03-Sep-2025
Job Title |
Estate Planner |
Position Level |
Fresh/Entry Level |
Job Specialization |
Sales - Financial Services (Insurance, Unit Trust, etc) |
Qualification |
Primary/Secondary School/SPM/"O" Level |
Employment Type |
Part-Time, Full-Time |
Responsibilities |
Provide professional consultation on will writing, trust setup, and estate planning.
Assist clients in designing comprehensive wills and trusts solutions.
Build and maintain strong client relationships.
Conduct seminars, workshops, or sharing sessions on estate and trust planning.
Collaborate with insurance agents, financial planners, legal advisors, and other professionals to serve clients better. |
Job Location |
Johor, Kedah, Kelantan, Kuala Lumpur, Labuan, Melaka, Negeri Sembilan, Pahang, Penang, Perak, Perlis, Putrajaya, Sabah, Sarawak, Selangor, Terengganu |
Other Location |
- |
Years of Experience |
0 |
Age Range of Candidate |
21 - 50 |
Monthly Salary |
1500 - 15000 |
Requirements |
Passionate about helping families with estate planning.
Strong communication and interpersonal skills.
Background in finance, insurance, legal, or related fields preferred (not compulsory).
Self-motivated, disciplined, and results-oriented.
Willingness to continuously learn and improve professional knowledge. |