Life Insurance Planning Consultant - Director - Military Veterans
at UBS Financial Services, Inc.
The Life Insurance Planning Consultant will provide support to advisors across Wealth Management utilizing insurance solutions to meet clients needs in the context of Wealth Planning. The ability to work across the lines of business and across functions is paramount in delivering our world-class Wealth Management platform. The candidate must be familiar with the insurance industry with extensive knowledge in life insurance, LTC, DI, Property and Casualty, premium finance and Private Placement insurance.
Your responsibilities would include:
• responsible for building new and maintaining existing relationships with advisors and field leaders to increase adoption/sales of insurance solutions
• conduct calls with financial advisors and clients on insurance products acting as their specialist
• collaborate with advisors to include insured solutions as part of a financial plan for clients with the ability to educate advisors on delivering insurance solutions
• provide proactive and reactive advice for advisors and field leaders on insurance products and structuring
• maintain an effective relationships with internal and external insurance company partners to help drive business and increase activity
• responsible for creating and/or delivering content through various forums including main stage speaking events, UBS studio recordings, regional conferences, or on-going trainings
• act as Head of insurance Distribution for the firm’s 3rd party general agency network
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!