Life Insurance Planning Consultant - Director
Weehawken, NJ 07086 In-Person
1 month ago
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Job Description
Your role
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
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
• have strong insurance sales experience
• a Bachelor degree
• possess 10+ years of experience in Life Insurance
• possess excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of audiences, including financial advisors and HNW/UHNW clients
• possess excellent relationship building, written and verbal communication skills
• have the ability to multi-task and work in a fast paced team environment
• 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
• CFP, CLU Preferred
• 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?
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
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
• have strong insurance sales experience
• a Bachelor degree
• possess 10+ years of experience in Life Insurance
• possess excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of audiences, including financial advisors and HNW/UHNW clients
• possess excellent relationship building, written and verbal communication skills
• have the ability to multi-task and work in a fast paced team environment
• 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
• CFP, CLU Preferred
• 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?
About UBS
Learn More About UBSUBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
