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
