About this role
Job Responsibilities
• 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