Insured Solutions Director

Morgan-Stanley; Los Angeles (CA); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking an Insured Solutions Director to lead sales of insurance-based products (annuities, life, disability, P&C) within a defined territory. You will collaborate with Regional Management, Product teams and Financial Advisors to identify opportunities, develop strategies, and drive revenue growth while upholding the firm’s values.

The role requires strong leadership, a deep knowledge of the insurance product space, and the ability to present at regional and client events.

Qualifications

• Active Series 7, 63, 65 (or ability to obtain within six months).
• Insurance license required.
• Bachelor’s degree in Business, Economics, Finance or equivalent.
• Advanced designations are preferred.
• 5+ years in Annuity & Insurance industry as wholesaler/sales manager.
• Deep understanding of Morgan Stanley’s branch network and Financial Advisors.
• Strong presentation and project management skills.

Responsibilities

• Drive sales activity across Insurance products in assigned territory.
• Identify market opportunities and develop plans with Home Office and Regional Management.
• Ensure territory coverage through data-driven segmentation and analysis.
• Partner with Financial Advisors to identify opportunities and connect with resources.
• Manage initiatives leveraging Salesforce and regional events.

Skills

Series 7/63/65

Insurance license

Sales leadership

Presentation skills

Project management

Knowledge of Annuities

Strategic territory planning

Education

Bachelor’s degree in Business, Economics, Finance

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.The Wealth Management Business Development & Field Training organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.The Business Development and Field Training Organization is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Head of Insured Solutions Distribution, the Insured Solutions Director (ISD) is responsible for sales activity across Insurance based products including Annuities, Life Insurance, Disability and Property & Casualty in their given territory. Responsibilities include identifying market opportunities and developing a plan to execute in partnership with the Home Office, Regional Management, and other local resources. ISD’s must drive and coordinate sales activity to deliver results against specific targets in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives.Key Responsibilities:Drive utilization of Insured Solutions business within assigned coverage areaPartner with Regional Management, Specialist and Product teams to identify and develop sales and educational opportunities that help meet clients’ needsEnsure effective territory coverage through data driven segmentation and analysis of Financial Advisor populationPartner with Financial Advisors to help identify opportunities, enhance their product knowledge, and connect them with additional resourcesManagement of initiatives and tactical activities leveraging SalesforceKnowledge and Skills Required:Active Series 7 and 63, 65 (or 66) or ability to obtain within six months of hire. Insurance license requiredBachelor’s degree in Business, Economics, Finance or equivalent work experience. Advanced designations are preferred5+ years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales ManagerDeep understanding and familiarity of Morgan Stanley’s branch network and Financial AdvisorsWell-recognized leader, culture carrier, and experienced manager, with a demonstrated track record of building, leading, motivating, and managing teams of highly motivated and highly functioning individualsStrong presentation and project management skills required. ISD will be required to present at regional events, complex and branch meetings as well as client events on the overall Insured Solutions messageWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .