nnHOW YOU WILL FULFILL YOUR POTENTIALnn nnWork closely with Ayco account managers and their teams to support existing Ayco client relationships including wealth strategies services, research and ongoing analysis and monitoring.Educate account managers and financial planners on insurance planning strategies.
Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates.Develop and cultivate existing client relationships to uncover WSG-related opportunities.
Compliment regional Wealth Strategist and/or Annuity Marketing teams with pursuing marketing efforts.
Formulate and implement wealth strategies plans for clients to utilize based on clients needs.Partner with account manager and clients to identify and discuss key objectives surrounding insurance planning and risk management.Responsible for meeting revenue goals set for specific regions that contribute to the overall departmental goalsEnhance the client experience through exemplary client service standardsDemonstrate strong leadership skills, acting as a role model for other associates.
Partner with senior management on key initiatives and the growth and development of other Ayco Associates.nn nnWHERE WILL YOU MAKE AN IMPACTnn nnOur Ayco business spans the country, with the following locations in the United States: Atlanta (GA), Boston (MA), Canonsburg (PA), Chicago (IL), Cincinnati (OH), Cohoes (NY), Dallas (TX), Deerfield (IL), Irvine (CA), Houston (TX), Latham (NY), Los Angeles (CA), Minneapolis (MN), New York (NY), Parsippany (NJ), Philadelphia (PA), San Francisco (CA), Saratoga Springs (NY), Seattle (WA), Troy (MI), Washington, D.C.
(DC) and West Palm Beach (FL).nn nnQUALIFICATIONSnn nnSKILLS & EXPERIENCE WERE LOOKING FORnn nnBachelors degree requiredAdvanced degree or designation preferredSeries 7 or Series 6 requiredLife and health insurance license requiredThree years experience in life insurance and annuity products is requiredDemonstrated excellent verbal and written communication and presentation skills.Direct client facing experience and demonstrated ability to build and foster strong network of relationships.Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environmentDemonstrated ability to multi-task in a fast-paced environment.Proficiency in Microsoft Office programs (ex.
Outlook, Excel and Word)Personal commitment to accuracy, attention to detail and meeting tight deadlinesExperience in financial services or human resources nn