- about the companyReputable Insurance Broker about the jobMaintain consistent engagement with clients and partners in developing robust and sustainable referral relationshipsBuild up ongoing development of new client relationships to ensure a balanced referral source portfolioProvide professional and quality advice to clients on their liquidity planning and insurance needsAchieve annual target of net revenue or an amount agreed upon during the annual reviewabout the companyReputable Insurance Broker about the jobMaintain consistent engagement with clients and partners in developing robust and sustainable referral relationshipsBuild up ongoing development of new client relationships to ensure a balanced referral source portfolioProvide professional and quality advice to clients on their liquidity planning and insurance needsAchieve annual target of net revenue or an amount agreed upon during the annual review
- about the companyReputable High Net Worth Insurance Broker about the jobKey ResponsibilitiesDevelop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.Generate new business opportunities through referral and partnership channels.Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystemabout the companyReputable High Net Worth Insurance Broker about the jobKey ResponsibilitiesDevelop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.Generate new business opportunities through referral and partnership channels.Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystem
