Latin American Estate Planning Consultant-Portuguese speaking (Miami) recruitment
Title: Vice President, Estate Planning Consultant, Latin America
Department: Sales
Location: Miami
Travel: Frequent Travel to Brazil
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.
Business Development:
• 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.
Sales:
• 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 (Sales Logix) and follow all solicitation and compliance requirements.
• Track, manage and follow up on prospective client situations.
Client Service:
• 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.
If interested, please email resumes to: carole@srisearch.com