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Senior Insurance Client Advisor

2 months ago

Charlotte, North Carolina, United States Allspring 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 and management team, you will be responsible for proactively developing and managing our insurance channel in the Western region, with a focus on new business development.

Key Responsibilities
  • Develop and execute a sustained sales strategy that articulates our solutions-based investment strategies, products, and performance.
  • Cultivate new insurance relationships in the Western region using a consultative and 'solutions-driven' approach.
  • Prospect, initiate, and close new business with insurers for their general account and retirement/pension pools of assets.
  • Effectively articulate our 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.
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.
  • 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.