Nov 29, 2023
Job Description Summary Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position will be remote but must reside in the Des Moine area. Active FINRA registration is a Must! Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team 2. Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs 3. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and...
Crump Life Insurance Services
Philadelphia, PA, USA