AVP, Estate Planning Consultant

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading international insurance brokerage specializing in employee benefits and private health solutions. Our esteemed client is seeking an experienced professional to join their team as an AVP, Estate Planning Consultant. This position plays a key role in advising high-net-worth clients on wealth planning, succession planning, and legacy management through tailored estate planning and insurance solutions.

Job Responsibilities

• Develop relationships with Private Bankers and other Referral Sources within the assigned territories.
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products.
• Meet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability.
• Present the Company's planning concepts and life insurance products to Prospects.
• Track, manage and follow up on prospective client situations.
• Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company's solutions and potential concepts to fit their client base.

Job Requirements

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