Insured Solutions Sales Desk Analyst
$70,000–$70,000 year
On-siteNew York, United States
Job Summary
Provide consultative support and product guidance to Financial Advisors on insured and investment solutions, including annuities, life insurance, and property & casualty products. Partner with advisors to identify client needs, uncover business opportunities, and recommend appropriate insured solutions. Conduct targeted outbound campaigns to drive engagement and promote relevant product solutions across the field organization while delivering timely inbound call coverage. Utilize CRM tools to document interactions, track opportunities, and measure business outcomes. Leverage product expertise to support book reviews, evaluate existing policies, and assist with contract consolidation. Maintain proficiency in required platforms and processes to support daily Insured Solutions business activity.
Required Qualifications
- Securities Industry Essentials (SIE)
- Series 7
- Series 66 (or equivalent)
- Bachelor's degree
- 2+ years of financial services experience or related industry
- Exemplary communication skills
- Presentation skills
- Time-management skills
- Ability to stay organized, focused, and highly disciplined
- Ability to keep track of simultaneous competing needs of assigned Financial Advisors
- Ability to execute on all necessary actions in a timely manner
- Authorization to work in the U.S. without durational restrictions
- Ability to successfully complete background check and pre-employment assessments
Desired Qualifications
- Series 7 and Series 66 (or equivalent) within 90 days of hire
- 2+ years of financial services experience or related industry
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