As an Insurance Index Wealth Specialist,you will play a pivotal role in executing our distribution strategy to maximize engagement with Nasdaq Indexes’ Insurance Carrier partners. You will be responsible for proactively establishing and maintaining business relationships with Nasdaq Index Insurance partners’ Sales and Distribution teams to support the commercialization efforts of their Nasdaq Index related products.
Your role will be crucial in relationship development, strengthening overall client satisfaction, and amplifying the educational messaging of Nasdaq Indexes in the Insurance/Annuity space.
Key Responsibilities
- Build and strengthen relationships with Sales, Management, and Distribution teams at partner insurance carriers.
- Support growth of existing investment products and new product launches with Nasdaq’s Annuity and Index Design partners.
- Serve as a subject matter expert and key contact for client sales teams and financial advisors.
- Lead in-field sales opportunities, group presentations, and virtual office hours. Travel is required in this role.
- Partner across Index Insights to deliver presentations and drive adoption of Nasdaq Index crediting options.
- Position and differentiate Nasdaq Index offerings against competing providers.
- Gather client feedback to help shape new index concepts and solutions.
- Manage and develop team resources while supporting broader business and organizational priorities.
Role Requirements:
- Bachelor’s degree in Finance, Business, or a related field, or equivalent relevant work experience.
- 5 years of relevant industry experience
This position will be located in New York, NY and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.
What We Offer
We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.
The base pay range for this role is $116,000 - $203,000. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Nasdaq’s programs and rewards are intended to allow our employees to:
- Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
- Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
- Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
- Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
- Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
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