7 дней назад
US Insurance Index Wealth Specialist
116 000 - 203 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
US Insurance Index Wealth Specialist (Insurance/Annuity Distribution): Building relationships with insurance carrier sales and distribution teams to commercialize Nasdaq Index-related products with an accent on client education, product launches, and index crediting options. Focus on leading field sales opportunities, differentiating index offerings, gathering partner feedback, and developing solutions for the insurance and annuity market.
Location: New York, NY, USA; hybrid schedule with at least 3 days per week in the office. Travel is required.
Base salary: $116,000–$203,000 annually, plus bonus or commission and equity.
Company
operates financial market infrastructure and develops indexes and related investment solutions.
What you will do
- Build and strengthen relationships with sales, management, and distribution teams at partner insurance carriers.
- Support the growth of existing investment products and the launch of new products with annuity and index design partners.
- Serve as a subject matter expert and key contact for client sales teams and financial advisors.
- Lead field sales opportunities, group presentations, and virtual office hours.
- Deliver presentations and drive adoption of Index crediting options.
- Position Index offerings against competing providers, gather client feedback, and help shape new index concepts and solutions.
Requirements
- Bachelor’s degree in Finance, Business, or a related field, or equivalent relevant work experience.
- At least 5 years of relevant industry experience.
- Experience developing business relationships with insurance carrier sales and distribution teams.
- Ability to lead client presentations, sales opportunities, and educational sessions.
- Ability to work in the New York office at least 3 days per week and travel as required.
Culture & Benefits
- Hybrid home and office schedule.
- Annual bonus or commission, equity incentives, and comprehensive benefits.
- 401(k) program with a 6% employer match and employee stock purchase program with a 15% discount.
- Medical, dental, vision, life, disability, and health spending account benefits.
- Paid time off, parental leave, professional development opportunities, education assistance, and job skills training.
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