Latin American Estate Planning Consultant-Spanish speaking (Miami)
- Competitive Base + Bonus
- Miami, FL, USA
- Permanent, Full time
- SRI Research/Strategic Recruiting, Inc.
- 17 Sep 14
My client is recognized as the global leader in the development of life insurance based wealth structuring solutions for international individuals. This position is a sales producing role, responsible for sales of insurance products to HNW Latin American clients. This position is based in Miami.
Title: Vice President, Estate Planning Consultant, Latin America
Travel: Frequent Travel to Latin America
Reports to: CEO, Latin America
The position will be responsible for the following:
• Business Development- Qualify potential prospects within the LATAM territory.
• Sales- Present appropriate planning solutions and products to close cases.
• Client Service- Assist in the facilitation of client satisfaction.
• Financial- In collaboration with the LATAM CEO define attainable sales objectives and annual revenue goals and achieve them.
• Develop relationships with private bankers and other referral sources within the assigned territory.
• Develop leads and prospects by working with private bankers and other referral sources to identify and qualify potential prospects for company’s planning and life insurance products.
• Present company’s planning concepts and life insurance products while focusing on the suitability of a prospective client.
• Conduct training sessions with private bankers.
• Travel to meet with clients (with or without private bankers and other referral sources present) where appropriate pursuant to the solicitation guidelines and client availability.
• Utilize the home office provided illustrations and other templates to generate generic or specific insurance illustrations, customized presentations, letters and other materials.
• Assist clients and carriers in underwriting and policy placement.
• Utilize company’s sales management systems and follow all solicitation and compliance requirements.
• Track, manage and follow up on prospective client situations.
• Ensure existing company clients are contacted on a regular basis in person with a view to discussing their existing policy and seeking new revenue opportunities.
email resumes to: email@example.com