Insured Solutions Sales Desk - Hybrid, VP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Field & Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The team is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Sales Desk Management team, the Insured Solutions Sales Hybrid is responsible for sales activity across Annuity and Insurance products in their assigned markets. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., “get things done”, delivering results against specific targets) in nature.  Insured Solutions Sales Hybrids must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanley’s values and well-aligned with clients’ individual objectives. The role allows for continued professional development & networking throughout the organization.

Key Responsibilities:

• Expertise in Insurance & Annuity platforms & solutions

• Establish, maintain and support strong relationships with financial advisors

• Lead strategic engagements with high opportunity financial advisors

• Partner with financial advisors to identify, highlight, and execute on specific business opportunities

• Ongoing coaching and development of financial advisors

• Partner with sales partners & local management to effectively cover assigned territory and drive business results (increase insured solution adoption, drive sales related to tactical campaigns)

• Utilize Salesforce effectively and efficiently

Knowledge and Skills Required:

• Bachelor's degree required

• Active Series 7 and 63, 65 (or 66) Required

• 3-5+ years proficiency in financial markets and financial products

• 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities

• Proven track record of driving results in a sales/marketing role

• Salesforce (or alternative CRM) experience preferred

• Excellent verbal and interpersonal skills

• Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors

• Strong knowledge of Insured Solutions products and platforms