With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life, to private placement life insurance policies) for UHNW individuals globally.
Key Responsibilities
- Develop relationships with Private Bankers and other Referral Sources within the EPC's assigned territories
- Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products
- Meet with clients (with and without Private Bankers and other Referral Sources present) 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
- Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company's solutions and potential concepts to fit their client base
Knowledge, Experience and Skill
- Bachelor's degree in business management or related disciplines
- Minimum 6 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
