Insurance and Annuity Sales Specialist - Director - Military Veterans
at UBS Financial Services, Inc.
As the Insurance and Annuity Specialist you will provide support to advisors across Wealth Management utilizing insured solutions to meet client investment and protection needs. The ability to work across the lines of business and across functions is paramount in delivering our world-class Wealth Management platform. Are you familiar with the annuity industry, and can effectively manage between sales and service support needs of the product?
Your responsibilities would include:
• building new and maintaining existing relationships with advisors and field leaders to increase adoption/sales of insurance and annuity solutions
• conducting calls with financial advisors and clients on insurance and annuity products acting as their specialist
• collaborating with advisors to include insurance and annuities as part of a financial or retirement plan for clients with the ability to educate advisors on delivering insurance solutions
• executing on proactive call campaigns as well as responding to inbound product calls
• giving proactive and reactive advice for advisors and field leaders on insurance and annuity products and structuring
• coordinating, planning, and presenting both internal and external educational events for financial advisors
• maintaining an effective relationship with internal and external insurance company partners to help drive business and increase activity
• developing and maintain, training and educational materials designed to support the insured solutions businesses
Weehawken, NJ
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!