Asset & Wealth Management, Insurance Strategist, Associate - Chicago, IL

Goldman Sachs; Chicago (IL); On-site; USD 65,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Insurance Strategist Associate to join their Asset & Wealth Management team in Chicago. This role involves working closely with Wealth Advisors to enhance client relationships and implement tailored financial strategies for high net worth individuals. Ideal candidates will possess strong communication skills, attention to detail, and a passion for the financial markets. Join a collaborative environment where your contributions will directly impact clients' financial success and help shape their future. This is a fantastic opportunity to grow within a leading firm known for its commitment to excellence.

Benefits

Competitive Benefits

Wellness Programs

Discretionary Bonuses

Qualifications

• 3-5 years of experience in life insurance and annuity products.
• Ability to build strong client relationships and communicate effectively.

Responsibilities

• Support existing client relationships and develop new ones.
• Educate account managers on insurance planning strategies.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Detail-oriented

Multi-tasking

Microsoft Office

Education

Bachelor's Degree

Advanced Degree or Designation

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Asset & Wealth Management, Insurance Strategist, Associate - Chicago, IL

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Asset & Wealth Management, Insurance Strategist, Associate - Chicago, IL

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YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. We are seeking professionals with an understanding of the markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Job Description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. We are seeking professionals with an understanding of the markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

• Work closely with Wealth Advisors and their teams to support existing client relationships including wealth strategies services, research and ongoing analysis and monitoring
• Educate account managers and financial planners on insurance planning strategies. Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates
• Develop and cultivate existing client relationships to uncover WSG-related opportunities. Assist regional Wealth Strategist and/or Annuity Marketing teams with marketing efforts. Formulate and implement wealth strategies plans for clients based on their needs
• Partner with account managers and clients to identify and discuss key objectives surrounding insurance planning and risk management
• Responsible for meeting revenue goals set for specific regions that contribute to the overall departmental goals
• Enhance the client experience through exemplary client service standards
• Demonstrate strong leadership skills, acting as a role model for other associates. Partner with senior management on key initiatives and the growth and development of other Ayco Associates

Qualifications

Skills & Experience We're Looking For

• Bachelor’s degree required
• Advanced degree or designation preferred
• Series 7 or Series 6 required
• Life and health insurance license required
• Three to five years’ experience in life insurance and annuity products is required
• Excellent verbal and written communication and presentation skills
• Direct client-facing experience and ability to build strong relationships
• Detail-oriented, self-motivated, team player
• Ability to multi-task in a fast-paced environment
• Proficiency in Microsoft Office (Outlook, Excel, Word)
• Commitment to accuracy, meeting deadlines
• Experience in financial services or human resources preferred

Salary Range

The expected base salary for this Chicago-based position is $65,000 - $120,000. Additional discretionary bonus may be available for active employees at fiscal year-end.

Benefits

Goldman Sachs offers valuable and competitive benefits and wellness programs, available to eligible employees. More details can be found here.