Wm Insurance Specialist Job in Philadelphia, Pennsylvania US

Wm Insurance Specialist

Develops and acquires new business revenue through the sale of life insurance coverage to High Net Worth individuals with complex financial needs. Engages with Private Bank teammates to address the needs clients and potential clients to present and close life insurance solutions with financial needs i.e. complex estate and business planning issues. Prepares and executes strategic sales plans for identifying and qualifying prospects and assuring profitability. Develops and retains productive relationships with prospects and customers, identifies needs and recommends product solutions, including cross-sell opportunities. Basic Qualifications: 7+ years of life insurance sales experience. Series 6 (or 7) and 63 or equivalent, and Insurance licensing . Minimum Qualifications: 5+ years financial services selling (including proven life insurance success) to affluent clients Preferred Skills: local market knowledge preferred Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. �© 2012 Wells Fargo Bank, N.A. All rights reserved.