Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago

Responsibilities

• Conduct proactive telephone and virtual sales presentations to top-tier clients and prospects within insurance-affiliated distribution, highlighting GSAM’s investment products, market views, and value proposition.
• Partner closely with Insurance Channel Regional Directors and internal coverage teams to support execution of a defined territory strategy and advance sales opportunities across Variable Annuity platforms and insurance-affiliated broker/dealers.
• Build strong, long-term relationships with financial advisors primarily through telephone and virtual engagement, with focused in-person support as appropriate.
• Effectively profile advisors to understand their practices, client base, and investment process in order to identify needs and appropriately position Goldman Sachs investment solutions.
• Provide portfolio construction guidance and practice management support to advisors, helping them deliver better client outcomes and grow their businesses.
• Execute consistent, high-quality follow-up with advisors to advance the sales process and deepen relationships.
• Demonstrate disciplined, organized, and effective territory management, pipeline development, and sales execution on a consistent basis.

Qualifications

• At least 2 years’ successful sales experience
• General financial service industry experience
• Strong understanding of the Defined Contribution and/or Recordkeeping marketplace
• Bachelor's degree
• Series 7 and Series 63 licensed or obtained within 3 months of joining
• Excellent interpersonal skills and ability to work efficiently with others
• Commercially oriented
• Excellent verbal communication and presentation skills
• Project management skills