Insured Solutions Sales Desk - Hybrid, VP jobs in United States
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E*TRADE from Morgan Stanley · 3 months ago

Insured Solutions Sales Desk - Hybrid, VP

positionNew York, New York, United States of America
timeFull-time
remoteHybrid
seniorityMid Level
money$110K/yr - $185K/yr
date3+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Insured Solutions Sales Desk VP is responsible for driving sales activity across Annuity and Insurance products, establishing strong relationships with financial advisors, and coordinating strategies to achieve business results.

BankingFinanceFinancial Services

Responsibilities

Expertise in Insurance & Annuity platforms & solutions
Establish, maintain and support strong relationships with financial advisors
Lead strategic engagements with high opportunity financial advisors
Partner with financial advisors to identify, highlight, and execute on specific business opportunities
Ongoing coaching and development of financial advisors
Partner with sales partners & local management to effectively cover assigned territory and drive business results (increase insured solution adoption, drive sales related to tactical campaigns)
Utilize Salesforce effectively and efficiently

Qualification

Insurance & Annuity expertiseSalesforce experienceFinancial markets knowledgeActive Series 7 licenseActive Series 63 licenseActive Series 65 licenseActive Series 65 66 licenseVerbal skillsSalesMarketing experienceCoaching skillsInterpersonal skills

Required

Bachelor's degree required
Active Series 7 and 63, 65 (or 66) Required
3-5+ years proficiency in financial markets and financial products
3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
Proven track record of driving results in a sales/marketing role
Excellent verbal and interpersonal skills
Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors
Strong knowledge of Insured Solutions products and platforms

Preferred

Salesforce (or alternative CRM) experience preferred

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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