Vice President Estate Planning Consultant

JOB_REQUIREMENTS

Hires in

Not specified

Employment Type

Not specified

Company Location

Not specified

Salary

Not specified

Job Responsibilities

Develop relationships with Private Bankers and other Referral Sources within the EPC’s assigned territories
Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company’s planning and life insurance products
Meet with clients (with and without Private Bankers and other Referral Sources present) 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
Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company’s solutions and potential concepts to fit their client base

Job Requirements

Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry
Experience in the Arab/Islamic financial sector and knowledge in life insurance, trust and/or HNW space will be preferred
Proven track record of successful sales experience
Self-motivated and mature individuals with a sales mindset and strong drive for excellence
Strong interpersonal and communication skills
Fluency in English and Arabic language

Similar jobs

No similar jobs found