Estate Planning Consultant

Howden Private Wealth; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Howden Private Wealth seeks a seasoned wealth planning professional to develop relationships with Private Bankers and other referral sources, identifying and qualifying prospects for wealth planning and insurance solutions.

You will meet clients, present planning concepts, and track follow-up to build long-term client partnerships, contributing to the growth of UHNW coverage and global insurance solutions.

Qualifications

• 7 to 10 years of experience in the U.S. insurance industry, preferably for the HNW global clients segment.
• Life insurance license, including variable (may be obtained after onboarding).
• 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.

Responsibilities

• Develop relationships with Private Bankers and other Referral Sources.
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for wealth planning and insurance solutions.
• Meet with clients where appropriate pursuant to the solicitation guidelines and client availability.
• Present the Company’s planning concepts and products to prospects.
• Track, manage and follow up on prospective client situations.
• Participate in Referral Partner's training sessions and ongoing follow up to keep Partners informed of the Company's solutions and potential concepts to fit their client base.

Skills

Analytical skills

Communication skills

Driven and ambitious

Self-motivated

Long-term career focus

Education

Life insurance license (including variable)

Job description

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• Develop relationships with Private Bankers and other Referral Sources
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for wealth planning and insurance solutions
• Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
• Present the Company’s planning concepts and products to prospects
• Track, manage and follow up on prospective client situations
• Participate in Referral Partner's training sessions and ongoing follow up to keep Partners informed of the Company's solutions and potential concepts to fit their client base

Job Requirements

• 7 to 10 years of experience in the U.S. insurance industry, preferably for the HNW global clients segment
• Life insurance license, including variable (may be obtained after onboarding)
• 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