VP / Client Advisor, Insurance
abglobal · Chicago
Job description
About the role
AB is looking for a senior, client-facing Advisor with a proven track record in insurance general account sales to join its growing North American Insurance team. The team serves and retains existing general account clients and grows the business across the US, Canada and Bermuda. The Advisor partners with Insurance Business Development, Investment, Distribution and Operations/IT/Fiduciary Services teams to lead a team approach with insurers, building relationships with Chief Investment Officers, Chief Financial Officers and Chief Risk Officers.
Key responsibilities
- Serve, grow and retain existing clients and develop new business with prospects
- Support firm-wide initiatives such as knowledge sharing, global insurance strategy, new product development and talent development
- Grow the general account client base in breadth, depth of services and existing client growth
- Build strategic partnerships with large, complex insurance, reinsurance and private equity-backed companies
- Lead and facilitate prospecting meetings, emphasizing quality over quantity
- Help develop the general account territory strategy and prospecting and base management plans
- Partner with AB's thought leaders on intellectual capital and new product development
- Serve as a mentor and coach for DEI efforts and professional development programs
Required profile
- 10+ years of successful insurance general account sales and client servicing experience; insurance portfolio management or fixed income portfolio management experience is especially valued
- Bachelor's degree; MBA and/or CFA, FSA, CAIA, etc. preferred
- FINRA Series 7 and 66 (or equivalent), which can be acquired after hiring
- Willingness to travel as required
Required skills
- Technical fluency in portfolio management, risk management or credit analysis
- Familiarity with insurance needs such as Risk Based Capital (RBC) constraints, regulatory/NAIC frameworks and accounting/reporting requirements
- Strong communication, synthesis and storytelling abilities
What we offer
- Base salary range of $250k to $300k, with possible variation
- Possible commissions, year-end incentive compensation and department-specific awards
- Health insurance, wellness program, life and disability insurance, retirement savings plan, paid holidays and sick and vacation time
- Hybrid work arrangement
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Published 2 days ago
Expires 1 month from now
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abglobal
Chicago