Insured Solutions Sales Leader

Morgan Stanley; Scottsdale (AZ); On-site; USD 120,000 - 210,000; Full time

Job summary

Morgan Stanley is actively seeking an Insured Solutions Director to drive insurance-based product sales within a defined territory across the U.S. You will coordinate with Regional Management, Product teams, and Financial Advisors to grow revenue and expand branch coverage.

Reporting to the Head of Insured Solutions Distribution, you will identify market opportunities, develop plans, and lead a team of specialists and sales managers toward aggressive targets.

Qualifications

• Active Series 7 and 63, 65 (or 66) or ability to obtain within six months of hire.
• Insurance license required.
• Bachelor’s degree in Business, Economics, Finance or equivalent work experience. Advanced designations are preferred.
• 5+ years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager.

Responsibilities

• Drive utilization of Insured Solutions business within assigned coverage area.
• Partner with Regional Management, Specialist and Product teams to identify and develop sales and educational opportunities that help meet clients’ needs.
• Ensure effective territory coverage through data driven segmentation and analysis of Financial Advisor population.
• Partner with Financial Advisors to help identify opportunities, enhance their product knowledge, and connect them with additional resources.

Skills

Series 7/63/65 licenses

Insurance license

Education

Bachelor’s degree in Business, Economics, Finance

Job description

Morgan Stanley is actively seeking an Insured Solutions Director to drive insurance-based product sales within a defined territory across the U.S. You will coordinate with Regional Management, Product teams, and Financial Advisors to grow revenue and expand branch coverage.

Reporting to the Head of Insured Solutions Distribution, you will identify market opportunities, develop plans, and lead a team of specialists and sales managers toward aggressive targets.