Insured Solutions Director
Core
Drive revenue growth for non-banking insurance products (Annuities, Life Insurance, Disability, Property & Casualty) across Morgan Stanley's branch network by managing field sales support and business development.
Role type
Senior IC sales director (insurance solutions)
Builds
Insurance product sales and business development initiatives
Domain
Financial services / Wealth Management / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales management, territory segmentation, Salesforce management, stakeholder partnership, presentation skills, project management
Preferred skills
Advanced designations (CFA, etc.), deep knowledge of Morgan Stanley branch network
Technologies
Salesforce
Responsibilities
Drive utilization of Insured Solutions business within assigned coverage area; Partner with Regional Management and Product teams to identify sales opportunities; Ensure effective territory coverage through data-driven segmentation; Partner with Financial Advisors to enhance product knowledge and connect resources; Manage initiatives and tactical activities leveraging Salesforce
Seniority
Senior, hands-on IC