Estate Planning Specialist
1 week ago
With a strong presence in key markets worldwide, Howden Private Wealth is renowned for its expertise in wealth planning and insurance solutions. As an independent broker, we have established relationships with the world's most respected private banks, family offices, law firms, and tax advisory groups.
We pride ourselves on delivering holistic solutions to our UHNW clients, addressing their complex insurance needs through our global network. Our dedicated teams are passionate about building long-term relationships, providing tailored advice, and guiding clients towards optimal outcomes.
The Howden Group is committed to fostering entrepreneurial spirit, attracting top talent, and promoting a culture of excellence. As the largest independent European broker, we believe in putting people first, driving growth, and ensuring our clients benefit from our expertise.
Job Responsibilities
- Develop strategic partnerships with referral sources within designated territories
- Identify and qualify potential prospects for our planning and life insurance products
- Present our concepts and solutions to clients, ensuring seamless solicitation processes
- Track and follow up on prospective client situations, utilizing our sales management systems
- Participate in marketing initiatives to drive business growth
- Maintain strict compliance with regulatory requirements
Requirements
- Bachelor's degree from a reputable institution, with 8-12 years of relevant experience in the financial industry
- Proven expertise in life insurance and/or HNW space preferred
- Strong analytical skills, excellent communication, driven results-oriented individual
- Mature, self-motivated, and ambitious professional with a passion for excellence
- Long-term career commitment to the industry
Seniority level
Mid-Senior level
Employment typeFull-time
Job functionSales and Administration
IndustriesFinancial Services, Insurance, and Insurance Agencies and Brokerages
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