Internal Wholesaler - Sub-Advised Insurance Distribution
Core
Coordinate and advance Wellington's insurance-channel distribution strategy by partnering with wholesalers and relationship managers to drive engagement across insurance partner organizations.
Role type
Internal Wholesaler - Sub-Advised Insurance Distribution
Builds
Insurance-based investment vehicles and platforms
Domain
Asset Management / Insurance Distribution
Deliverable
client delivery
Required skills
Relationship development, Channel partnership management, Insurance distribution market knowledge, Distribution enablement and execution, Strategic collaboration, Initiative management
Preferred skills
Insurance distribution experience, Sales enablement experience, Relationship management experience
Technologies
CRM systems
Responsibilities
Partner with External Wholesalers and Relationship Managers to execute distribution strategy, Develop and maintain relationships with insurance company home-office personnel, Coordinate and deliver educational content and training sessions, Manage marketing materials and client-facing resources, Coordinate follow-up activities from meetings and campaigns, Support positioning of Wellington strategies within insurance vehicles, Maintain accurate CRM data and pipeline tracking
Seniority
Mid-level, hands-on IC