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Index Relationship Manager, Insurance Solutions Specialist

1 month ago

New York, New York, United States Bloomberg Full time
About Bloomberg

Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community.

Our Mission

We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our team comprises several key pillars: sales, service, operations, culture, and brand.

Job Summary

We are seeking an Index Sales Specialist who is intimately familiar with the design and attributes of index solutions used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist, you will drive the design, adoption, and education of Bloomberg Index products for use within the Insurance and Sell-side products and workflows.

Key Responsibilities
  • Build senior-level relationships with key decision-makers and influencers across insurance firms and sell-side organizations.
  • Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements.
  • Increase client awareness, usage, and adoption of our Bloomberg Indices.
  • Take a lead role in conducting internal and external training sessions and sales pitches.
  • Work with clients throughout the sales process, including commercial terms, contract execution, and driving distribution support.
  • Collaborate extensively with different internal teams to cross-sell our suite of solutions.
  • Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products and expand our offering and capabilities.
Requirements
  • A minimum of 5+ years of extensive experience and understanding of the index landscape, index solution design, and index data usage within insurance and sell-side firms.
  • Significant experience working in, or selling to, insurance and sell-side firms or alternatively, experience in structuring/designing quantitative index solutions (QIS).
  • Experience analyzing prospects and competitors to position unique, relevant index solutions.
  • High-level understanding of derivative usage and payouts within indices as well as their usage to gain exposure to indices.
  • An astute commercial mindset, working to exceed sales metrics.
  • Demonstrable ability to identify new prospects and to build/maintain meaningful client relationships.
  • Excellent client communication skills in conversational speech, writing, and public speaking.
  • Aptitude to excel in a dynamic, rapidly growing environment.
  • Ability to creatively market our product to a vast demographic of potential clients.
  • A self-starter and dedicated collaborator with strong multi-tasking skills.