Technical Consultant
ASSA ABLOY Opening Solutions
Cloud
Market Consultant, Ins and Sub-Advisory
Softcard (acquired by Google)
full-time
Posted on:
Location Type: Remote
Location: Remote • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Identifies, develops, and deepens partnership opportunities with Centers of Influence ("COI"), including all levels of client distribution, field investment personnel, and key internal partners at top insurance relationships.
- Develops and implements sales and retention strategies focused on enhancing Invesco's penetration of the insurance market and growing customer loyalty within the territory.
- Credibly represents and positions Invesco's investment strategies, including differentiating the firm's strategies from competitor strategies.
- Partners with strategic accounts, marketing, and client service associates to ensure alignment around business strategy, capitalize on opportunities, and anticipate and overcome challenges.
- Conducts effective group and individual practice management and Capital Market presentations designed to educate and support insurance COIs and their efforts to better serve their clients and prospects.
- Develops and continually updates and monitors a current COI list that reflects Invesco's best opportunities based on a quantitative and qualitative firm scoring model for insurance partners.
- Records client activity to accurately memorialize all interactions and ensure successful allocation of time and resources.
- Deepens relationship with insurance COIs to extend the Invesco brand to the annuity marketplace and ultimately scale the firm's message across retail broker dealers.
- Builds and implements strategic travel rotation to cover smaller boutique firms across the country and clients in geographically less desirable locations.
- Partners with the Division Sales Manager to develop and implement a territory sales plan which is aligned with the overarching division plan.
Requirements
- 5+ years of sales experience with a significant portion of those years focused on specifically marketing insurance products as a sales representative.
- Series 7 & 63 required
- CIMA, CFP, CFA and/or CAIA designation preferred
- Undergraduate Degree in business or other related field and/or equivalent work experience
- A consistent track record of developing and completing a strategic business plan, including effective client segmentation, prioritization, internal network relationship building, and the effective deployment of internal partners.
- A strong history of identifying and gaining an audience with key investment decision-makers and influencers.
- A deep understanding of the competitive landscape, including all insurance VA, FIA, structured products, and how to access Invesco investment and index capability within these offerings.
- Consultative, client first approach, delivering solutions, not products, to meet client needs and get results.
- Exceptional public speaking capability improving Invesco's partnership opportunities with premier clients.
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities.
- Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills.
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencemarketing insurance productsstrategic business plan developmentclient segmentationinternal network relationship buildingpublic speakingpresentation skillsconsultative approachclient retention strategiesinvestment strategies
Soft skills
client first approachlistening skillsinterpersonal skillsgrowth mindsetbusiness-owner mentalityinnovationvalue creationrelationship buildingproblem-solvingcommunication skills
Certifications
Series 7Series 63CIMACFPCFACAIA
