[Remote] Estate Planning Consultant

Note: The job is a remote job and is open to candidates in USA. Howden Private Wealth is a respected independent insurance broker specializing in wealth planning for UHNW individuals globally. The Estate Planning Consultant will develop relationships with Private Bankers and other referral sources to identify and qualify potential prospects for wealth planning and insurance solutions, while also presenting the company's planning concepts to clients. Responsibilities • Develop relationships with Private Bankers and other Referral Sources • Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for wealth planning and insurance solutions • Meet with clients where appropriate pursuant to the solicitation guidelines and client availability • Present the Company’s planning concepts and products to prospects • Track, manage and follow up on prospective client situations • Participate in Referral Partner's training sessions and ongoing follow up to keep Partners informed of the Company's solutions and potential concepts to fit their client base Skills • 7 to 10 years of experience in the U.S. insurance industry, preferably for the HNW global clients segment • Life insurance license, including variable (may be obtained after onboarding) • Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results • Self-motivated and mature individuals who possess a strong drive for excellence • Passionately committed to developing a long-term career in the industry Company Overview • With decades of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law firms and tax professionals. It was founded in undefined, and is headquartered in Singapore, Central Region, SGP, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship • Howden Private Wealth has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job