Insured Solutions Sales Desk - Hybrid, Vp

Morgan Stanley UK

Base: $110,000 - $185,000 py; bonus/equity: commis...
Hybrid
Active series 7 license required
Series 63 or 65/66 license required
Insurance and annuity product expertise
The role is responsible for driving revenue growth nationally across all non-banking product areas including Annuity and Insurance

Job Summary

  • The role is responsible for driving revenue growth nationally across all non-banking product areas including Annuity and Insurance.
  • Employees will partner with financial advisors to identify business opportunities and execute strategic sales plans aligned with client objectives.
  • Morgan Stanley offers a superior foundation for building a professional career with comprehensive benefits and opportunities for movement within the organization.

Matching Summary

Match Score: 85

The role is responsible for driving revenue growth nationally across all non-banking product areas including Annuity and Insurance.

Salary

Base: $110,000 - $185,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses included; Benefits: Comprehensive employee benefits and perks described as attractive

Skills & Requirements

Must-have

  • Active Series 7 license required
  • Series 63 or 65/66 license required
  • Insurance and Annuity product expertise
  • Salesforce CRM proficiency
  • Relationship management with financial advisors

Nice-to-have

  • Deep understanding of Morgan Stanley branch network
  • Strategic market opportunity identification
  • Coaching and development of financial advisors
  • Strong verbal and interpersonal skills
  • Experience in tactical campaign execution

Key Requirements

  • Bachelor's degree required
  • 3-5+ years experience in financial markets
  • 3-5+ years in sales or marketing roles
  • Active Series 7, 63, and 65 (or 66) licenses
  • Salesforce or alternative CRM experience preferred

Work Rights

Not specified

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