US Insurance Index Wealth Specialist
Core
Execute distribution strategy to maximize engagement with Nasdaq Indexes' Insurance Carrier partners and support commercialization of Nasdaq Index related products.
Role type
Senior IC wealth specialist (insurance/annuity distribution)
Builds
Nasdaq Index crediting options and annuity products for insurance carriers
Domain
Financial services / Insurance / Annuities
Deliverable
client delivery
Required skills
relationship development, sales support, subject matter expertise, financial product positioning, client feedback gathering, team resource management
Preferred skills
none stated
Technologies
none stated
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; 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; 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
Seniority
Senior, hands-on IC