Goldman Sachs · 5 months ago
Asset & Wealth Management, Head of Annuity Sales, Vice President - Albany
Albany, New York, United States
Full-time
Onsite
Lead/Staff
15+ years expGoldman Sachs is seeking a dynamic leader for their Asset & Wealth Management division to oversee annuity sales. The role involves driving business growth by developing partnerships, executing strategic plans, and managing a team of insurance experts to deliver client-centric solutions.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Maximize opportunities for your team to increase sales of annuity products by developing strong partnerships with Financial Advisors and clients
Partner with internal departments to leverage product sales and generate new business opportunities
Develop and execute a strategic business plan to increase sales growth to meet financial goals
Cultivate relationships with insurance providers to enable product comparisons, alternate solutions, and funding scenarios, and identify cross-selling opportunities
Grow and manage a consistent and continuous new business pipeline through educating advisors and clients on products and processes
Gather and utilize market intelligence to drive sales by identifying trends and implementing corrective action where necessary
Maintain a thorough working knowledge of GS and our providers’ products, strategies, systems, processes, and technologies
Ensure team members adhere to compliance and regulatory standards for life and annuity products
Monitor and improve team performance through quantitative and qualitative measures, collaboration, mentorship and coaching
Qualification
Required
Bachelor's degree (BA/BS) from four-year college or university; and a minimum of fifteen (15) years of related experience in financial services industry with a minimum of 6 years of direct experience in life insurance and annuity sales, wholesaling, or distribution
Series 6 or 7, 63 or 66 as well as active Life, Accident & Health insurance license required
Collaborator and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
Experience in managing a sales team in the financial services industry with exceptional leadership and coaching skills fostering a team-first, inclusive approach
Strategic understanding of life insurance products, particularly annuities with a strong understanding of investment concepts and practices used in the securities industry
Ability to drive growth and increase presence and market share for assigned segments
Ability to identify market trends, lead changes, and foster innovation
Adept at using data to drive decisions and meet performance targets
Proven history of growing production and managing successful partnerships with leading carriers and vendors
Excellent verbal and written communications skills
Preferred
Advanced degree preferred (e.g. JD, MBA, PhD)
Understanding compliance and regulatory standards for life and annuity products is preferred
24 and 26 not mandatory, but nice to have
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
Company data provided by crunchbase