Concierge Specialist – Insured Solutions Sales Desk - AO

UBS; Weehawken (NJ); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a dynamic team as a Concierge Specialist in a leading global wealth management firm. You will enhance the advisor experience by providing high-touch service and support in integrating insurance and annuity solutions. This role involves collaborating with sales specialists, resolving service issues, and creating training materials. With a commitment to diversity and inclusion, this forward-thinking company offers opportunities for growth and a supportive work environment. If you are detail-oriented and possess strong communication skills, this is the perfect opportunity for you.

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 and resolve service issues.
• Collaborate with internal teams to ensure smooth delivery of solutions.

Skills

Communication Skills

Organizational Skills

Problem-Solving Skills

Multi-tasking

Education

Bachelor's Degree

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324576&frmSiteId=5050

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Concierge Specialist – Insured Solutions Sales Desk - AO

Location: Weehawken, New Jersey, United States

Department: Product Management and Development, Global Wealth Management

Job Reference #: 317982BR

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, playing a key role in serving the next generation of financial professionals.

You will:

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

Your team

You will be part of the Insured Solutions Group within UBS Wealth Management Americas, advising on insurance and annuity solutions. This is a growing team focused on enhancing 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
• Ability to multi-task and work collaboratively in a fast-paced environment
• Service-first mindset with proactive problem-solving skills
• Detail-oriented with strong follow-through

About us

UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries with a presence in all major financial centers.

How we hire

We may require assessments during the application process. Learn more.

Join us

UBS values diversity and inclusion, offering opportunities for growth, flexible working, and a supportive environment. We are committed to accessibility and reasonable accommodations during recruitment.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer, supporting diversity and inclusion within our workforce.