Executive Corporate Solutions Specialist
1 day ago
We are seeking a Senior Financial Advisor to spearhead corporate solutions activities.
This is a role with entrepreneurial freedom, focused on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.
The successful candidate will act as a true consultant to C-level executives and business owners, moving beyond products to provide comprehensive strategies that address complex challenges.
This position is aimed at leaders who can build a significant business within the agency and lead strategic initiatives to capture the corporate market nationwide.
Key Responsibilities- Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
- Design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
- Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
- Develop your client portfolio with strategic autonomy and the backing of Pru Life UK's global network, training, and digital tools.
We are a leading insurer seeking a results-oriented leader who thrives on solving complex problems.
The ideal candidate is a self-starter with a proven track record and a consultative mindset.
- Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
- Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
- Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
- Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
- Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business; nationwide network of business owners is a plus.
- Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CWP or CFA are highly regarded.
We invest in our leaders – provide the platform; you define the limits of your success.
- Commission-based compensation with performance incentives.
- Strategic autonomy & entrepreneurial freedom: build your corporate solutions practice with credibility and support of a leading brand.
- World-class training & tools: access to industry-leading certifications, advanced training, and digital tools.
- Global backing, local expertise: leverage the strength of Pru Life UK and Prudential plc with localized expertise.
- A specialized & strategic focus: be part of the agency's major growth initiative with dedicated support to accelerate market development.
If you are a visionary financial leader ready to make a significant impact and build a rewarding career in corporate solutions, we invite you to join us.
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