Insured Solutions Sales Desk Analyst

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking a Sales Analyst in the Field & Client Business Development Group to support Financial Advisors by managing field sales support for insured products and driving national revenue growth across advisory products outside banking.

You will provide consultative guidance on insured solutions, identify client needs, run outbound campaigns, document interactions in CRM, and collaborate with Financial Advisors and Product Teams.

Qualifications

• Securities Industry Essentials (SIE) required upon hire.
• Series 7 and Series 66 (or equivalent) required within 90 days of hire.
• Bachelor’s degree and 2+ years of financial services experience preferred.
• Exemplary communication, presentation, and time-management skills.
• Stay organized, focused, and disciplined to manage multiple advisor needs.
• Be authorized to work in the U.S. without durational restrictions.
• Complete background check and pre-employment assessments.

Responsibilities

• Provide consultative support and product guidance to Financial Advisors across insured and investment solutions.
• Partner with Financial Advisors to identify client needs and opportunities.
• Conduct outbound campaigns to drive advisor engagement and promote insured solutions.
• Deliver timely, accurate support to Financial Advisors through inbound coverage.
• Use CRM tools to document advisor interactions and measure progress.
• Leverage product expertise to support reviews and identify coverage gaps.
• Maintain proficiency in platforms, tools and processes for Insured Solutions activity.
• Support training and best-practice sharing within the team.

Skills

SIE

Series 7

Series 66

Communication

Time management

Organization

Team collaboration

Authorized to work in the U.S.

Background check

Education

Bachelor's degree

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 ethics. 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.

Responsibilities

The Field & Client Business Development Group 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 team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team, the Consulting Group (CG) Sales Analyst is responsible for supporting sales activities across Advisory products in their assigned markets. The role allows for continued professional development & networking throughout the organization. The Morgan Stanley Sales Desk Analyst role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Team members will specialize in Insured Solutions and will have the following responsibilities:

• Provide consultative support and product guidance to Financial Advisors across a broad range of insured and investment solutions, including annuities, life insurance, private placement life insurance and variable annuities, long-term care, disability insurance, structured settlements, and property & casualty solutions
• Partner with Financial Advisors to identify client needs, uncover business opportunities, and recommend appropriate insured solutions to support client objectives.
• Conduct targeted outbound campaigns to drive advisor engagement, generate new opportunities, and promote relevant product solutions across the field organization.
• Deliver timely, accurate, and professional support to Financial Advisors through inbound call coverage.
• Utilize CRM tools to document advisor interactions, track opportunities, measure engagement, and highlight commercial progress and business outcomes.
• Leverage product expertise to support book reviews, evaluate existing policies, identify coverage gaps, and assist with the consolidation or replacement of external contracts, where appropriate.
• Maintain strong proficiency in the platforms, tools, products, and processes required to support daily Insured Solutions business activity.
• Serve as a knowledgeable resource for the team by supporting best-practice sharing, process improvement, and training of new team members.

Knowledge And Skills Required

• Securities Industry Essentials (SIE) required upon hire; Series 7 and Series 66 (or equivalent) required within 90 days of hire
• Must hold a bachelor’s degree, 2+ years of financial services experience or related industry preferred
• Possess exemplary communication, presentation, and time-management skills
• Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner
• Seek constructive feedback and coaching from both their Sales Desk Managers and Financial Advisors, actively using it to improve how they approach future tasks
• Proactively analyze client relationships and make recommendations to team members and financial advisors on how to supplement the client experience
• Establish, maintain and support strong working relationships with Financial Advisors and Product Team members. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
• Be authorized to work in the U.S. without durational restrictions
• Successfully complete background check and pre-employment assessments

What 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 $70,000 and $115,000 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.