Account Executive, Earned PR
EGAMI Group
VP, Insured Solutions Sales Desk
Morgan Stanley
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $185,000 per year
Job Level
Lead
About the role
- Responsible for sales activity across Annuity and Insurance products in assigned markets
- Drive revenue growth nationally across all product areas excluding banking
- Identify market opportunities, develop a plan, and execute in partnership with home office, regional management, and local resources
- Deliver results against specific targets
- Establish, maintain and support strong relationships with financial advisors
- Lead strategic engagements with high opportunity financial advisors
- Partner with sales partners & local management to effectively cover assigned territory and drive business results
- Utilize Salesforce effectively and efficiently
Requirements
- Bachelor's degree required
- Active Series 7 and 63, 65 (or 66)
- 3-5+ years proficiency in financial markets and financial products
- 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
- Proven track record of driving results in a sales/marketing role
- Salesforce (or alternative CRM) experience preferred
- Excellent verbal and interpersonal skills
- Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors
- Strong knowledge of Insured Solutions products and platforms
Benefits
- First-class service and high standards of excellence
- Commitment to diversity and inclusion
- Support for employees and their families at every point along their work-life journey
- Opportunity to work alongside the best and the brightest
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial marketsfinancial productssalesmarketingdriving resultsInsured Solutions productsCRM
Soft skills
verbal communicationinterpersonal skillsrelationship buildingstrategic engagement
Certifications
Bachelor's degreeSeries 7Series 63Series 65Series 66
