Insured Solutions Director

About the role

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Wealth Management Business Development & Field Training organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The Business Development and Field Training Organization is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Head of Insured Solutions Distribution, the Insured Solutions Director (ISD) is responsible for sales activity across Insurance based products including Annuities, Life Insurance, Disability and Property & Casualty in their given territory.

Responsibilities

• Drive utilization of Insured Solutions business within assigned coverage area
• Partner with Regional Management, Specialist and Product teams to identify and develop sales and educational opportunities that help meet clients’ needs
• Ensure effective territory coverage through data driven segmentation and analysis of Financial Advisor population
• Partner with Financial Advisors to help identify opportunities, enhance their product knowledge, and connect them with additional resources
• Management of initiatives and tactical activities leveraging Salesforce

Requirements

• Active Series 7 and 63, 65 (or 66) or ability to obtain within six months of hire
• Insurance license required
• Bachelor’s degree in Business, Economics, Finance or equivalent work experience
• Advanced designations are preferred
• 5+ years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager
• Deep understanding and familiarity of Morgan Stanley’s branch network and Financial Advisors
• Well-recognized leader, culture carrier, and experienced manager, with a demonstrated track record of building, leading, motivating, and managing teams of highly motivated and highly functioning individuals
• Strong presentation and project management skills required
• ISD will be required to present at regional events, complex and branch meetings as well as client events on the overall Insured Solutions message

Benefits

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.