After Life Planning Industry
After life planning is one of Singapore’s most meaningful and increasingly important financial services sectors, helping individuals and families prepare thoughtfully for life’s most inevitable moments. As a Sales Representative in this industry, you will be doing far more than selling — you will be building trusted, long-term relationships that provide genuine peace of mind to clients at every stage of life. This is a role that demands empathy, strong communication, and the ability to guide sensitive conversations with professionalism and compassion. If you are someone who finds purpose in helping others make important life decisions, this is a career that will be as personally fulfilling as it is professionally rewarding.
Key Responsibilities:
Engage prospective clients through consultative selling, educating them on after life planning products and services including funeral pre-planning packages and memorial solutions
Build and maintain a strong and growing client portfolio through referrals, networking, community outreach, and proactive relationship management
Conduct client needs assessments to understand individual and family requirements, then present tailored solutions that address their specific planning needs
Guide clients through the planning and documentation process with sensitivity, clarity, and professionalism, ensuring all details are accurately captured and filed
Meet and exceed individual sales targets and activity KPIs while maintaining the highest standards of ethical conduct and client-first advisory practice
Collaborate with operations, customer service, and care teams to ensure seamless service delivery and a consistently positive client experience end-to-end
Stay updated on industry regulations, product offerings, and market developments to provide clients with accurate, current, and compliant advice at all times
Represent the organisation at community events, roadshows, and industry engagements to build brand awareness and generate qualified leads for the business
Requirements:
Minimum Diploma in any discipline, with a background in sales, financial services, or client-facing roles strongly preferred
At least 2 years of sales or client advisory experience, with demonstrated ability to meet targets and build lasting client relationships
Strong emotional intelligence and the ability to navigate sensitive conversations around end-of-life planning with empathy, care, and professionalism
Excellent communication and presentation skills in English, with proficiency in a second language considered a strong advantage for client engagement
Self-motivated, resilient, and results-driven with a genuine desire to make a positive and meaningful difference in the lives of the clients you serve
EA License Number: 22C1278
Disclaimer: By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.
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