lvl100Sign in

Hyperion Insurance Group

Vice President Estate Planning Consultant

  • Hong Kong - 24/F Henley Building
  • Full-time
  • Posted

Skills

  • Compliance
  • Sales
  • Communication
  • Problem Solving

Job description

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

Browse all jobs by role, city or company