Insured Solutions Sales Desk - Hybrid, VP

Key Responsibilities

• Expertise in Insurance & Annuity platforms & solutions
• Establish, maintain and support strong relationships with financial advisors
• Lead strategic engagements with high opportunity financial advisors
• Partner with financial advisors to identify, highlight, and execute on specific business opportunities
• Ongoing coaching and development of financial advisors
• Partner with sales partners & local management to effectively cover assigned territory and drive business results (increase insured solution adoption, drive sales related to tactical campaigns)
• Utilize Salesforce effectively and efficiently

Knowledge And Skills Required

• Bachelor's degree required
• Active Series 7 and 63, 65 (or 66) Required
• 3-5+ years proficiency in financial markets and financial products
• 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
• Proven track record of driving results in a sales/marketing role
• Salesforce (or alternative CRM) experience preferred
• Excellent verbal and interpersonal skills
• Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors
• Strong knowledge of Insured Solutions products and platforms