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Vice President Estate Planning Consultant at hyperiongrp | Swiftcruit
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
