Concierge Specialist – Insured Solutions Sales Desk - AO

UBS Financial Services; New Jersey; On-site; USD 55,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Concierge Specialist on the Insured Solutions Sales Desk. This role focuses on delivering exceptional service to financial advisors, ensuring a seamless integration of insurance and annuity solutions. You'll collaborate with a dynamic team, support technology integration, and create training materials to enhance advisor experiences. With a commitment to inclusivity and growth, this is an exciting opportunity to make a significant impact in the financial services sector.

Qualifications

• 2+ years of experience in financial services or insurance industry preferred.
• Strong communication and organizational skills are essential.

Responsibilities

• Support the end-to-end sales process with financial advisors.
• Resolve service issues to enhance the sales experience.

Skills

Communication Skills

Organizational Skills

Problem-Solving

Multi-tasking

Education

Bachelor's Degree

Job description

Concierge Specialist – Insured Solutions Sales Desk - AO

United States - New Jersey

Product Management and Development

Global Wealth Management

Job Reference #

317982BR

City

Weehawken

Job Type

Full Time

Your role

Our Insured Solutions Sales Desk is expanding to better support financial advisors as they integrate insurance and annuity solutions into their practices. As a Concierge Specialist, you’ll deliver a high-touch, frictionless service experience alongside senior sales specialists and play a key role in how we serve the next generation of financial professionals.

We’re looking for someone who can:

1. Partner closely with sales specialists to support the end-to-end sales process.
2. Create a streamlined, advisor-friendly experience that promotes confidence and efficiency.
3. Proactively identify and resolve service issues that may delay or complicate the sales process.
4. Collaborate with internal teams including Central Supervision, Operations, Licensing, and IT to ensure timely execution and smooth delivery of solutions.
5. Build and maintain strong relationships with financial advisors, annuity company wholesalers, insurance general agents, and support personnel.
6. Support the integration of technology platforms and tools to boost operational efficiency.
7. Create, maintain, and deliver training and education materials to financial advisors and support staff.
8. Partner with the management team and relevant stakeholders to find new and innovative ways to increase scale and efficiency to grow the business.

Your team

Your role will be within the Insured Solutions Group, part of CIO & Investment Solutions within UBS Wealth Management Americas. You will join a team of insurance and annuity product and sales specialists advising financial advisors and field leaders on insurance and annuity solutions. This is an opportunity to be part of a growing team focused on elevating the advisor and client experience.

Your expertise

• Ideally a bachelor’s degree.
• Ideally 2+ years of experience in financial services or insurance industry (preferred).
• Strong communication and organizational skills.
• The ability to multi-task and work collaboratively in a fast-paced team environment.
• A service-first mindset with a proactive approach to problem-solving.
• Detail-oriented with strong follow-through on tasks and commitments.

About us

UBS is the world’s largest and the only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global presence in over 50 countries and across all major financial centers distinguishes us from competitors.

How we hire

We may request you to complete assessments during the application process. Learn more.

Our culture

At UBS, our diverse skills, experiences, and backgrounds drive our success. We are committed to inclusivity, offering growth opportunities, flexible working options, and a supportive environment. We value collaboration and are dedicated to disability inclusion; reasonable accommodations are available during recruitment.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer, respecting and empowering individuals and supporting diverse cultures, perspectives, skills, and experiences within our workforce.