Life Insurance Specialist
Wealth insurance specialists design innovative life insurance solutions for high net worth individuals. Beyond protecting wealth, they envision a future where it is transmitted to generations.
The successful candidate will be responsible for managing relationships with external advisors and implementing wealth engineering solutions.
Key Responsibilities:
* Provide technical support to sales teams
* Conduct studies on wealth, tax, and legal aspects of setting up or administering life insurance contracts
* Help sales teams differentiate themselves through preferential treatment of high-end prospects
* Develop training programs on wealth engineering topics
* Create presentations and marketing materials related to wealth solutions
Required Skills and Qualifications:
* Technical and legal expertise in life insurance
* Strong analytical skills for conducting studies
* Excellent communication skills for effective collaboration with teams
* Ability to develop engaging training programs
* Proficiency in creating marketing materials
Benefits:
* Opportunity to work with high net worth individuals
* Chance to develop expertise in wealth engineering
* Collaborative work environment
Others:
This role requires a dynamic individual who can think strategically about wealth management. If you are passionate about designing innovative solutions, this could be the perfect opportunity for you.