Expert Life Insurance & Wealth Planning
Core
Strategic expert helping banks, brokers, and distribution partners successfully market complex life insurance and wealth management solutions.
Role type
Senior IC life insurance and wealth planning expert
Builds
Complex insurance and wealth solutions for distribution partners
Domain
Financial services (Life Insurance, Wealth Planning, Taxation, Succession)
Deliverable
product features
Required skills
Life insurance expertise, Taxation knowledge, Wealth building knowledge, Succession planning knowledge, Commercial acumen, Knowledge sharing, Stakeholder relationship building
Preferred skills
Experience in life insurance, Interest in life/investment insurance, Experience in taxation or wealth/succession planning, Comfort with intermediaries and bankers
Technologies
N/A
Responsibilities
Translate complex insurance and wealth topics into clear insights for partners, Support commercial initiatives, Build strong relationships with internal and external stakeholders, Act as a sparring partner for colleagues and intermediaries, Contribute to the growth of life insurance activities
Seniority
Senior, hands-on IC