The Goldman Sachs Group, Inc

Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago

The Goldman Sachs Group, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years of successful sales experience in financial services.
  • Deep understanding of Defined Contribution and/or Recordkeeping marketplaces.
  • Bachelor's degree required.
  • Must obtain Series 7 and Series 63 licenses within 3 months of hire.
  • Strong interpersonal and communication skills essential.
  • Results-driven and commercially oriented mindset.
  • Demonstrated project management abilities.

Responsibilities

  • Conduct proactive sales presentations to retail insurance clients focusing on GSAM's investment offerings.
  • Collaborate with regional directors and internal teams to refine territory strategies and enhance sales opportunities.
  • Cultivate and sustain long-term relationships with financial advisors through various engagement methods.
  • Profile advisors to discern their needs and effectively position related investment solutions.
  • Offer portfolio construction advice and practice management assistance to elevate client outcomes.
  • Maintain organized follow-up procedures to progress sales initiatives and strengthen advisor relations.
  • Demonstrate effective territory management, fostering development of sales pipelines consistently.

Benefits

  • Access to cutting-edge financial technology and tools.
  • Ongoing professional development and training programs.
  • Opportunities for collaboration with industry experts and experienced professionals.
  • Engagement in innovative investment strategies and product offerings.
  • Participation in a dynamic team-oriented environment.
Full Job Description
Job Description

Asset & Wealth Management

MORE ABOUT THIS JOB

This role resides within the Client Solutions Group in Goldman Sachs Asset Management's (GSAM) Client Business and is dedicated to supporting the firm's Retail Insurance distribution channel.

Retail Insurance Regional Consultants partner closely with Insurance Channel Regional Directors, National Accounts, and internal sales teams to help develop and strengthen relationships with Variable Annuity platforms and Insurance Company-affiliated Broker/Dealer partners. The primary focus of the role is to support advisor engagement and execution by helping position relevant GSAM investment solutions across insurance-affiliated networks.

YOUR IMPACT

We are looking for a dynamic, quick-thinking self-starter with a passion for the financial markets, strong communication skills, and the ability to thrive in a highly collaborative environment. Successful candidates are effective at profiling advisors, maintaining consistent outreach, and advancing opportunities through disciplined follow-up and execution. This role requires a professional who is well-versed in investment products across major asset classes and motivated by helping advisors navigate markets and grow their practices within the insurance channel.

Retail Insurance Regional Consultants sit within GSAM's Client Solutions Group (CSG) and play a critical role in supporting the firm's Insurance distribution strategy. RCs partner closely with Insurance Channel Regional Directors and internal coverage teams to help build and deepen relationships with Variable Annuity platforms and insurance-affiliated broker/dealers, while engaging financial advisors to understand their practices and client needs. The team helps position GSAM's investment solutions across major asset classes - including fixed income, equities, and alternatives - through disciplined advisor profiling, investment communication, and consistent sales execution.

RESPONSIBILTIEIS AMD QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Conduct proactive telephone and virtual sales presentations to top-tier clients and prospects within insurance-affiliated distribution, highlighting GSAM's investment products, market views, and value proposition
  • Partner closely with Insurance Channel Regional Directors and internal coverage teams to support execution of a defined territory strategy and advance sales opportunities across Variable Annuity platforms and insurance-affiliated broker/dealers
  • Build strong, long-term relationships with financial advisors primarily through telephone and virtual engagement, with focused in-person support as appropriate
  • Effectively profile advisors to understand their practices, client base, and investment process in order to identify needs and appropriately position Goldman Sachs investment solutions
  • Provide portfolio construction guidance and practice management support to advisors, helping them deliver better client outcomes and grow their businesses
  • Execute consistent, high-quality follow-up with advisors to advance the sales process and deepen relationships
  • Demonstrate disciplined, organized, and effective territory management, pipeline development, and sales execution on a consistent basis


SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • At least 2 years' successful sales experience
  • General financial service industry experience
  • Strong understanding of the Defined Contribution and/or Recordkeeping marketplace
  • Bachelor's degree
  • Series 7 and Series 63 licensed or obtained within 3 months of joining
  • Excellent interpersonal skills and ability to work efficiently with others
  • Commercially oriented
  • Excellent verbal communication and presentation skills
  • Project management skills

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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