Senior Insurance Client Advisor

5 days ago

New York, New York, United States Allspring Global Investments Full time
About the Role

We are seeking a highly skilled and experienced Senior Insurance Client Advisor - West to join our team at Allspring Global Investments. As a key member of our insurance channel development team, you will be responsible for developing and managing our 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 across all the investment services offered by Allspring.
  • 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 in conjunction with specialist portfolio management teams and other dedicated insurance resources.
  • Actively contribute to the broader insurance team's efforts to increase the firm's penetration of the market and brand awareness, and ultimate success.
  • Maintain CRM pipeline and activity details by reporting regularly to Allspring management, providing updates on activity, risks, opportunities, and relationship development plans.
  • Communicate investor feedback with other team members and senior management.
  • Actively contribute to a culture that values collaboration, partnership, diversity, and putting client and firm interests ahead of one's own personal agenda.
  • Achieve excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.
Requirements
  • Minimum of at least 5 years of insurance industry and/or third-party insurance asset management business development experience.
  • Demonstrated intellect, excellent oral, written, and strong 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 (new business development) and relationship management in the insurance general account channel that includes an actionable rolodex of CIOs and senior investment contacts at insurers.
  • 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 with an entrepreneurial mindset, and an excitement toward building a business.
  • Working knowledge of fixed income and equity investment strategies sufficient to allow for interactive, substantive, and value-added discussions with insurance company CIOs and internal Allspring investment professionals.
  • Integrity and personal presence to represent Allspring with enthusiasm and distinction.
  • The ability, gravitas, and credibility to draw consensus across Allspring in support of structuring creative solutions and delivering for prospects and clients.
  • Impeccable attention to detail.
  • Ability to travel and meet prospects/clients in person.
Preferred Qualifications
  • FINRA registration, including SIE, Series 7, and 63.

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