VP, Finance
Paper
Senior Manager, Insurance and Wealth
Empathy
full-time
Posted on:
Origin: • 🇺🇸 United States • New York
Visit company websiteSalary
💰 $150,000 - $190,000 per year
Job Level
Senior
About the role
- Drive enterprise sales by partnering with life insurance carriers, wealth managers, retirement organizations, financial advisory groups, and other financial institutions
- Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
- Formulate strategic deal models and cultivate substantial, intricate partnerships
- Identify and capitalize on new business prospects to drive revenue and foster sustainable financial growth
- Engage and influence senior leadership at major financial institutions with a confident executive presence
- Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
- Foster connections with industry experts for strategic collaborations and business expansion
- Collaborate closely with Product and Marketing teams to develop holistic solutions
- Tag team with other Insurance and Wealth department members at industry events and joint deals
Requirements
- 5+ years of successful leadership experience within the Financial sector
- 3+ years of experience in hands-on business development work, from value creation to contract negotiation, funnel creation, and opportunity management
- Ability to confidently present to — and build trust with — C-level executives at Fortune 500 firms, with the presence and polish to influence strategic decision-making at the highest levels
- Demonstrated success in navigating complex, enterprise-level sales cycles involving multiple stakeholders
- Experience averaging high six-figure ACV agreements
- Proven track record of surpassing quotas in high-growth sales environments
- Profound understanding of U.S. Insurance and Wealth products/services and claims decision-making processes
- Willingness to travel across the U.S. (approximately 35% travel)
- Preferred: Experience working in/with Distribution divisions of Insurance and Wealth organizations
- Preferred: Strong understanding of Insurance and Wealth agents’ needs and pain points
- Preferred: Familiarity with platforms such as Salesforce and Gmail
