
Wealth Preservation Specialist
1 week ago
Deliver exceptional results as a wealth preservation expert, working with high net worth individuals and families to safeguard their assets.
Key Responsibilities:
- Identify new business opportunities through strategic sales and marketing efforts
- Develop and maintain strong relationships with clients, understanding their insurance needs and goals
- Provide sound advice on insurance products, recommending tailored solutions to meet client requirements
- Ensure compliance with industry standards and regulatory requirements
- Collaborate with underwriters to secure optimal terms and coverage for clients
Requirements & Skills:
- Bachelor's Degree in Business or Finance
- Minimum 3 years of experience in the financial services sector
- Excellent communication and interpersonal skills
- Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
- Strong sales record and ability to build long-term relationships
This is a unique opportunity for an experienced professional to join our team. If you are passionate about delivering outstanding service and building lasting relationships, we encourage you to apply.
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