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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in the U.S. insurance sector, with a strong focus on advisory, capital management, and client relationship development. Proven ability to lead complex advisory engagements and mentor junior professionals while delivering high-quality analytical output.
Highest-signal resume keywords
Insurance Sector ExperienceClient Relationship ManagementBusiness DevelopmentAnalytical SkillsLeadership and Mentorship
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AdvisoryActuarial ConsultingCapital ManagementCorporate FinanceInvestment BankingRisk ManagementStatutory AccountingU.S. GAAPRating Agency MethodologiesRisk-Based Capital (RBC)
Soft Skills
Communication SkillsPresentation SkillsCommercial Mindset
Certifications & Qualifications
SIE LicenseSeries 79 LicenseSeries 63 License
Industry Keywords
Insurance Debt AdvisoryClient DevelopmentStrategic RecommendationsTransaction ExecutionCFOTreasurerChief ActuaryChief Risk OfficerRating Agency AnalystsMarket Positioning
About the role
Key responsibilities & impact- Drive business origination and client development with U.S. insurance companies by identifying strategic, capital, financing, and rating-related opportunities, while partnering with Coverage and Product teams to deliver the full BBVA product suite in a client-centric and product-agnostic manner.
- Lead the execution of Insurance Debt Advisory mandates, including client analysis, development of strategic recommendations, preparation of presentations and marketing materials, management of Rating Agency interactions, and oversight of transaction execution.
- Develop trusted relationships with senior client executives and key market internal and external stakeholders, including CFOs, Treasurers, Chief Actuaries, Chief Risk Officers, and Rating Agency analysts, with the objective of elevating strategic dialogue and generating value-added business opportunities.
- Provide leadership and mentorship within the Insurance Debt Advisory team, overseeing day-to-day activities of Product Specialists, ensuring high-quality analytical output, and contributing to the continued development of BBVA's insurance advisory capabilities and market positioning.
Requirements
What you’ll need- 8+ years of relevant experience in the insurance sector, including advisory, actuarial consulting, capital management, ratings, corporate finance, investment banking, or insurance strategy.
- Strong understanding of the U.S. life insurance industry, including statutory accounting and reporting, Risk-Based Capital (RBC), U.S. GAAP, insurance Rating Agency methodologies, and broader capital and balance sheet management considerations.
- Proven track record advising insurance companies on strategic, capital, financing, rating, or risk management matters, with the ability to translate technical analysis into actionable client recommendations.
- Demonstrated business development and client relationship management skills, with a strong commercial mindset and track record originating advisory mandates.
- Strong analytical, communication, and presentation skills, with the ability to explain complex concepts to both technical and non-technical stakeholders.
- Experience leading complex advisory engagements, managing multidisciplinary teams, and mentoring junior professionals.
- SIE, Series 79, and Series 63 licenses or must obtain within 3 months of joining.
Benefits
Comp & perks- Health insurance
- Generous employee benefits package
- Discretionary bonus