Senior Insurance GA Client Advisor

CFA Institute; Chicago (IL); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid holidays and vacation

Job summary

AB seeks a senior external-facing Advisor to manage and grow Insurance General Account relationships in North America. You will partner across Insurance, Investment, Distribution, and Operations teams to drive value with CIOs, CFOs and CROs, ensuring client retention and new business development.

The role emphasizes trust-building, collaboration, and leadership in a diverse, high-performance culture. Travel to meet clients is anticipated in this senior client-facing position.

Qualifications

• 10+ years of insurance GA sales and client servicing experience.
• Bachelor's degree; MBA and/or CFA, FSA, CAIA preferred.
• FINRA Series 7 and 66 (or equivalent; can be acquired post hire).
• Lifelong learning and coaching mindset.
• Ability to build trust through credibility and client focus.
• Bias toward action, execution, and accountability.
• Concise and clear communication, written and spoken.
• Technical fluency in portfolio management, risk management or credit analysis; RBC/NAIC familiarity.
• Willingness to travel as required.

Responsibilities

• Servicing, growth, and retention of existing GA clients.
• Develop new business with prospects.
• Support firm-wide initiatives like Global Client Group development.
• Contribute to insurance strategy, product development, talent development.
• Lead prospecting meetings with high-quality engagements.
• Collaborate with thought leaders to build intellectual capital.
• Mentor and coach for DEI and professional development programs.
• Collaborate across internal teams (Investment, Operations, Fiduciary Services).

Skills

Insurance GA sales

Client servicing

Strategic partnerships

Executive communication

Mentoring & coaching

Education

Bachelor's degree

MBA

CFA

FSA

CAIA

Job description

AB seeks a senior external-facing Advisor to manage and grow Insurance General Account relationships in North America. You will partner across Insurance, Investment, Distribution, and Operations teams to drive value with CIOs, CFOs and CROs, ensuring client retention and new business development.

The role emphasizes trust-building, collaboration, and leadership in a diverse, high-performance culture. Travel to meet clients is anticipated in this senior client-facing position.