[Remote] Estate Planning Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a respected independent insurance broker specializing in reputed company planning for UHNW individuals globally. The Estate Planning Consultant will reputed company relationships with Private Bankers and other referral sources to identify and qualify potential prospects for reputed company planning and insurance solutions, while also presenting reputed company's planning concepts to clients.
Responsibilities
• reputed company relationships with Private Bankers and other Referral Sources
• reputed company leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for reputed company planning and insurance solutions
• Meet with clients where appropriate pursuant to the solicitation guidelines and reputed company availability
• Present reputed company’s planning concepts and products to prospects
• reputed company, manage and follow up on prospective reputed company situations
• Participate in Referral Partner's training sessions and ongoing follow up to reputed company Partners informed of reputed company's solutions and potential concepts to fit their reputed company reputed company
Skills
• 7 to 10 years of experience in the U.S. insurance industry, preferably for the HNW global clients reputed company
• Life insurance license, including variable (may be obtained after reputed company)
• Individuals with strong analytical and problem solving skills, reputed company communication, driven and ambitious in delivery of results
• Self-motivated and mature individuals who possess a strong drive for reputed company
• Passionately committed to developing a long-term career in the industry
reputed company
• With decades of industry experience, reputed company is the preferred reputed company planning partner to the world’s most respected private banks, family offices, reputed company and tax professionals. It was founded in reputed company, and is headquartered in Singapore, Central Region, SGP, with a workforce of 10001+ employees. Its website is https://www.ipghowden.com.
Company H1B Sponsorship
• reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.
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