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Senior Insurance Client Advisor
2 months ago
Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.
Job SummaryWe are seeking a highly skilled Senior Insurance Client Advisor to join our team. The successful candidate will be responsible for developing and managing Allspring's Insurance Channel in the Western region, with a focus on new business development.
Key Responsibilities- Lead the new business development and relationship management efforts for a defined list of insurance companies based in the West.
- Prospect, initiate, and close new business with insurers for their general account and retirement/pension pools of assets.
- Effectively articulate Allspring's investment philosophy, investment strategies, and ancillary insurance services by undertaking a consultative approach to insurance investors.
- Actively contribute to the broader insurance team's efforts to increase the firm's penetration of the market and brand awareness.
- Maintain CRM pipeline and activity details by reporting regularly to Allspring management.
- Communicate investor feedback with other team members and senior management.
- Minimum of 5 years of insurance industry and/or third-party insurance asset management business development experience.
- Demonstrated intellect, excellent oral, written, and interpersonal communication skills, and a clear client-solutions orientation.
- An articulated and rigorous sales process with a demonstrated track record of success in raising assets and relationship management in the insurance general account channel.
- An understanding, fluency, and working knowledge of insurance general account investing, including a deep understanding of their unique and complex needs, risk appetite, and buying behavior influences.
- Results-oriented drive to succeed with high energy, a sense of urgency, a strong service orientation, a strong work ethic, and an entrepreneurial mindset.
- FINRA registration, including SIE, Series 7, and 63.
The competitive compensation package may include participation in an incentive program linked to performance, such as annual discretionary bonus programs or other annual or non-annual incentive or sales plans.
About UsAllspring Global Investments is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
