Estate Planning Consultant
Core
Develop relationships with private bankers and referral sources to identify and qualify prospects for planning and life insurance products for UHNW individuals.
Role type
Estate Planning Consultant (Independent Insurance Broker)
Builds
Life insurance and financial planning solutions for ultra-high-net-worth clients
Domain
Wealth Management / Life Insurance
Deliverable
client delivery
Required skills
relationship development, prospect qualification, product presentation, client meeting management, territory management, training participation
Preferred skills
life insurance knowledge, HNW space experience, analytical skills, problem solving
Technologies
none stated
Responsibilities
Develop relationships with private bankers and referral sources; Identify and qualify potential prospects; Meet with clients; Present planning concepts and life insurance products; Track and follow up on prospective client situations; Participate in training sessions for private bankers
Seniority
Mid-Senior (5-10 years experience)
