Insured Solutions Sales Desk - Hybrid, VP jobs in United States
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Morgan Stanley · 2 months ago

Insured Solutions Sales Desk - Hybrid, VP

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid Level
money$110K/yr - $185K/yr
date3+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Insured Solutions Sales Hybrid is responsible for sales activity across Annuity and Insurance products, driving revenue growth and maintaining relationships with financial advisors.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Expertise in Insurance & Annuity platforms & solutions
Establish, maintain and support strong relationships with financial advisors
Lead strategic engagements with high opportunity financial advisors
Partner with financial advisors to identify, highlight, and execute on specific business opportunities
Ongoing coaching and development of financial advisors
Partner with sales partners & local management to effectively cover assigned territory and drive business results (increase insured solution adoption, drive sales related to tactical campaigns)
Utilize Salesforce effectively and efficiently

Qualification

Insurance & Annuity expertiseSalesforce proficiencyFinancial markets knowledgeActive Series 7SalesMarketing experienceVerbal skillsCoachingDevelopmentBranch networkInsured SolutionsInterpersonal skills

Required

Bachelor's degree required
Active Series 7 and 63, 65 (or 66) Required
3-5+ years proficiency in financial markets and financial products
3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
Proven track record of driving results in a sales/marketing role
Excellent verbal and interpersonal skills
Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors
Strong knowledge of Insured Solutions products and platforms

Preferred

Salesforce (or alternative CRM) experience preferred

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry.

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Wei Christianson
Co-CEO Asia Pacific
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