Vice President Estate Planning Consultant

Job 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

• Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry
• Experience in the Arab/Islamic financial sector and knowledge in life insurance, trust and/or HNW space will be preferred
• Proven track record of successful sales experience
• Self-motivated and mature individuals with a sales mindset and strong drive for excellence
• Strong interpersonal and communication skills
• Fluency in English and Arabic language