Vice President Estate Planning Consultant

Job Responsibilities Develop relationships with referral sources within the EPC’s assigned territories Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products Meet with clients 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 including follow-up planning, meetings, correspondence, tracking information in the system Participate in other marketing activities as appropriate Utilize the Company’s sales management systems and follow all solicitation and compliance requirements Job Requirements Bachelor’s degree from a re…