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Vice President Estate Planning Consultant

On-site in Hong Kong·Full-time·Added 7 days ago (last checked 15 Oct)

Howden

6 open roles

Overview

Work mode
On-site, Hong Kong
Contract
Full-time
Experience
8+ years

Skills

Nice to have

Requirements

What we're looking for

  • Bachelor's degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry

Nice to have

  • Experience and knowledge in life insurance and/or HNW space will be preferred

The role

What you'll do

  • 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

  • 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

About Howden

Howden is a leading global insurance group operating in insurance broking and risk consulting, managing $37bn of premiums for its clients. The group employs around 23,000 people and serves clients across areas such as corporate insurance and risk, employee benefits, reinsurance and personal lines.

Howden is majority owned by its own employees, with its largest shareholder group being the people who work in the business, supported by three long-term minority growth-equity partners. This ownership structure underpins an 'owner's mindset' culture in which employees take ownership of their decisions and the business is built to last.

Industry
Insurance and Risk Consulting
Employees
23,000
All open roles at Howden
WhatsApp
Hybrid in Hong Kong
See all 6 jobs