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Howden Group Hiring! Full Time Vice President Estate Planning Consultant in Hong Kong - Ricebowl

Vice President Estate Planning Consultant

Howden Group

Hong Kong

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Working Location

  • Hong Kong Hong Kong

Job Description

Responsibilities

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

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