Insurance Advisor

About the role

We are looking for a senior client facing Advisor with a successful track record in insurance General Account sales to join AB’s growing North American Insurance team. Along with managing our broad insurance business, the team is responsible for serving and retaining our current General Account clients and to grow our business in North America (US, Canada and Bermuda).

Responsibilities

• Service, grow, and retain existing clients.
• Develop new business with prospects.
• Support other firm-wide initiatives such as the broader Global Client Group’s development and knowledge sharing, global insurance strategy development, new product development, talent development (especially for our future advisors).
• Build Trust with internal AB clients globally, especially with investment, insurance operations, and business development.
• Proactively manage time and focus on highest probability of success and value-added activities.
• Create and implement a prospecting and base management plan including strategic overviews of key relationships.
• Facilitate mutually agreed-upon number of prospecting meetings (emphasizing quality over quantity).
• Partner with AB thought leaders and experts to develop intellectual capital and new product development within our Insurance, investment services, or broader firm focus areas.
• Quickly become a valued partner who supports colleagues, values professional development and lifelong learning.
• Serve as a mentor and coach for AB’s Diversity, Equity and Inclusion (DEI) efforts and professional development programs.

Requirements

• Courage to demonstrate unquestioned integrity and support for AB and personal values.
• Thrives in a culture of candor, admits when they don’t have the answer, and seeks new perspectives.
• Values collaboration across all levels.
• Ability to build trust through credibility, reliability, intimacy, and a focus on our clients.
• Bias towards action and execution with willingness to take calculated risks, ask questions, and remain accountable for results.
• Concise and intuitive in both written and spoken language. Adept at synthesis to tell a story and arrive at a compelling conclusion.
• Technical experience/fluency in portfolio management, risk management, or credit analysis.
• Familiarity with insurance specific needs such as Risk Based Capital (RBC) constraints, regulatory/NAIC frameworks, accounting/reporting requirements.
• Willingness to travel as required to meet internal and external client needs.
• Ten or more years of successful Insurance related GA sales and client servicing experience.
• Additional experience in insurance portfolio management or fixed income portfolio management would be especially valued.
• Bachelor’s degree. MBA and/or CFA, FSA, CAIA, etc. is preferred.
• Passion for lifelong learning and coaching.
• FINRA Series 7 and 66 (or equivalent; can be acquired post hire).

Qualifications

• Passion for lifelong learning and coaching.
• FINRA Series 7 and 66 (or equivalent; can be acquired post hire).

Skills

• Portfolio Management
• Risk Management
• Credit Analysis
• Insurance Specific Needs

Benefits

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

Pay

Base Salary Range: $250k to $300k

Schedule

Not specified