Estate Planning Consultant

Howden Group

5 to 10 years financial industry experience
Bachelor's degree from reputable university
Strong analytical and problem solving skills
The role involves developing relationships with Private Bankers and other Referral Sources to identify potential prospects for planning and life insurance products

Job Summary

  • The role involves developing relationships with Private Bankers and other Referral Sources to identify potential prospects for planning and life insurance products.
  • Candidates will present company planning concepts and life insurance products to prospects, often meeting clients with or without referral partners present.
  • Howden Group is an independent European broker that believes in putting people first and building a business with entrepreneurial teams.

Matching Summary

The role involves developing relationships with Private Bankers and other Referral Sources to identify potential prospects for planning and life insurance products.

Skills & Requirements

Must-have

  • 5 to 10 years financial industry experience
  • Bachelor's degree from reputable university
  • Strong analytical and problem solving skills

Nice-to-have

  • Experience in life insurance sector
  • Knowledge of HNW space
  • Self-motivated and ambitious delivery

Key Requirements

  • Bachelor's degree required
  • 5 to 10 years relevant experience
  • Experience in life insurance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter