Our Insured Solutions Sales Desk is expanding to better support financial advisors as they integrate insurance and annuity solutions into their practices. As a Concierge Specialist, you’ll deliver a high-touch, frictionless service experience alongside senior sales specialists--and play a key role in how we serve the next generation of financial professionals.

We’re looking for someone who can:

• partner closely with sales specialists to support the end-to-end sales process
• create a streamlined, advisor-friendly experience that promotes confidence and efficiency
• proactively identify and resolve service issues that may delay or complicate the sales process
• collaborate with internal teams including Central Supervision, Operations, Licensing and IT to ensure timely execution and smooth delivery of solutions
• build and maintain strong relationships with financial advisors, annuity company wholesalers, insurance general agents and support personnel
• support the integration of technology platforms and tools to boost operational efficiency
• create, maintain and deliver training and education materials to financial advisors and support staff
• partner with the management team and relevant stakeholders to find new and innovative ways to increase scale and efficiency to grow the business

Job Reference #

317982BR

City

Weehawken

Job Type

Full Time

Your team

Your role will be on the Insured Solutions Group, part of CIO & Investment Solutions within UBS Wealth Management Americas. You will join a team of insurance and annuity product and sales specialists, advising financial advisors and field leaders on insurance and annuity solutions. This is an opportunity to be part of a growing team focused on elevating the advisor and client experience.

Your expertise

• ideally a bachelor’s degree
• ideally 2+ years of experience in financial services or insurance industry (preferred)
• strong communication and organizational skills
• the ability to multi-task and work collaboratively in a fast-paced team environment
• a service-first mindset with a proactive approach to problem-solving
• detail-oriented with strong follow-through on tasks and commitments

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.