UHNW Wealth & Insurance Solutions Consultant

Howden Private Wealth; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Communication skills

Driven and ambitious

Self-motivated

Long-term career focus

Ausbildung

Life insurance license (including variable)

Jobbeschreibung

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.