Insurance Investment Sales Leader, North America

Key Responsibilities

• Drive origination efforts across the insurance segment, including pipeline development, meeting generation, and opportunity progression
• Contribute to the development of proposals, pitch materials, and client solutions
• Lead/Participate in client meetings with senior stakeholders (CIO, CFO, CRO, investment teams), developing credibility over time
• Represent bfinance at industry events and drive/support relationship-building efforts across the insurance ecosystem
• Contribute directly to revenue generation by progressing opportunities through the sales cycle in partnership with North American Directors
• Insurance Segment Development

Candidate Profile

• Experience: Typically 7+ years of experience in insurance asset management origination roles. Background may include: (a) Insurance investment teams within an insurance company; (b) Asset management (insurance coverage or solutions / sales roles); (c) Investment consulting or advisory with a demonstrable growth element
• Skills & Attributes: Demonstrated interest or experience in business development, client engagement, or revenue generation; Strong interest in expanding expertise within the insurance segment; Ability to communicate effectively with both technical and commercial stakeholders; Collaborative approach, with the ability to work across teams and geographies; Self-starter with a proactive and entrepreneurial mindset
• Education: Bachelor’s degree required; CFA or CAIA (or progress toward) preferred