Vice President, Estate Planning Consultant
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Vice President, Estate Planning Consultant
About the Role
Greater Hong Kong, Hong Kong Area(Hong Kong, Hong Kong)
The Company is seeking a Vice President, Estate Planning Consultant to join their team. The successful candidate will be responsible for developing and nurturing relationships with referral sources within their assigned territories, as well as identifying and qualifying potential prospects for the company's planning and life insurance products. This role involves meeting with clients, presenting planning concepts and products, and diligently tracking and managing prospective client situations. The VP, Estate Planning Consultant will also be expected to participate in marketing activities, utilize sales management systems, and adhere to all solicitation and compliance requirements. Applicants must have a 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 the HNW space are preferred. The ideal candidate will possess strong analytical and problem-solving skills, excellent communication, and a driven, ambitious nature with a proven track record of delivering results. Self-motivation, maturity, and a passion for a long-term career in the industry are essential for this role.
Functions:
- Business Development
- Sales/Revenue
About the Company
Globally recognized insurance group with an employee-owned culture
Industry
Insurance
Type
Privately Held, Private Equity-backed
Age
employees
10,001+
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