Vice President Estate Planning Consultant

Job Responsibilities

- Develop relationships with referral sources within the EPC’s assigned territories - Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products - Meet with clients where appropriate pursuant to the solicitation guidelines and client availability - Present the Company’s planning concepts and life insurance products to prospects - Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system - Participate in other marketing activities as appropriate - Utilize the Company’s sales management systems and follow all solicitation and compliance requirements

Job Requirements

- Bachelor’s degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry - Experience and knowledge in life insurance and/or HNW space will be preferred - Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results - Self-motivated and mature individuals who possess a strong drive for excellence - Passionately committed to developing a long-term career in the industry