Insurance Advisor
$250,000–$300,000 year
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$250,000–$300,000 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Service, grow, and retain existing General Account clients while developing new business with prospects across North America. Lead prospecting meetings emphasizing quality over quantity and build strategic partnerships with large, complex insurance and reinsurance companies. Partner with internal teams on global client group development, knowledge sharing, and new product initiatives. Manage territory strategy, create prospecting plans, and mentor colleagues on diversity, equity, and inclusion efforts.
Required Qualifications
- Ten or more years of successful Insurance related GA sales and client servicing experience
- Technical experience/fluency in portfolio management, risk management, or credit analysis
- Familiarity with insurance specific needs such as Risk Based Capital (RBC) constraints, regulatory/NAIC frameworks, accounting/reporting requirements
- Willingness to travel as required to meet internal and external client needs
- FINRA Series 7 and 66 (or equivalent; can be acquired post hire)
Desired Qualifications
- Additional experience in insurance portfolio management or fixed income portfolio management
- MBA and/or CFA, FSA, CAIA, etc.
- Passion for lifelong learning and coaching
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