The Insurance and Annuity Specialist will provide support to advisors across Wealth Management utilizing insurance and annuity solutions to meet clients investment and income needs in the context of financial and retirement 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 and annuity industry, and can effectively manage between sales and service support needs of the product.

Your responsibilities would include:

• responsible for building new and maintaining existing relationships with advisors and field leaders to increase adoption/sales of insurance and annuity solutions
• conduct calls with financial advisors and clients on insurance and annuity products acting as their specialist
• collaborate with advisors to include insured solutions as part of a financial or retirement plan for clients with the ability to educate advisors on delivering insurance and annuity solutions
• executing on proactive call campaigns as well as responding to inbound product calls
• provide 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
• maintain an effective relationships with internal and external insurance company partners to help drive business and increase activity
• develop and maintain, training and educational materials designed to support the insurance and annuity businesses

Job Reference #

312880BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

This role resides in the Insured Solutions Group, a subset of the Advisory and investment products group within UBS Wealth Management Americas. You will join a team of insurance and annuity specialists, recommending, and advising advisors and field leaders on insurance solutions.

Your expertise

Do you:
• have strong insurance and annuity sales experience
• a Bachelor degree
• possess 5+ years of experience in financial services
• possess excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of audiences, including financial advisors and potentially clients
• possess excellent relationship building, written and verbal communication skills
• have the ability to multi-task and work in a fast paced team environment
Are you:
• a team player, ready to contribute to, learn from, and thoughtfully challenge oneself and others as a member of the Insured Solutions Team
• willing to travel to key markets when necessary (up to 25%)

Required Licensing:
• FINRA 7 and 66 (or 63 & 65) required
• Active Life & Health insurance license

*LI-UBS

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.