Senior Insurance Client Advisor - West

Description

Elevate Your Career

Work where your ideas have impact

COMPANY

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals.

At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.

With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients.

We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.

Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.

For more information, please visit About Us - Allspring Global Investments .

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals.

We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement.

It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

Reporting to the Head of Insurance, the Senior Insurance Client Advisor - West will be responsible for proactively developing and managing Allspring's Insurance Channel (general account and retirement / pension pools) in the Western region, with a focus on new business development.

This Advisor will serve as one of the firm's key spokesperson's to "tell the story" of Allspring's capabilities to insurance investors by leveraging Allspring's deep expertise and history managing insurance company assets and finding creative ways to solve the unique and evolving investment needs of the insurance industry.

The Advisor, in coordination with the Head of Insurance, will develop and execute a sustained sales strategy that articulates the firm's solutions-based investment strategies, products and performance.

RESPONSIBILITIES

The Advisor's priority will be to cultivate new insurance relationships in the Western region using a consultative and 'solutions-driven' approach.

Specific responsibilities include, but are not limited to :

• Leading the new business development and relationship management efforts for a defined list of insurance companies based in the West across all the investment services offered by Allspring.
• Prospecting, initiating and closing new business with insurers for their general account, and retirement / pension pools of assets.
• Effectively articulating Allspring's investment philosophy, investment strategies and ancillary insurance services by undertaking a consultative approach to insurance investors in conjunction with specialist portfolio management teams and other dedicated insurance resources.
• Actively contributing to the broader insurance team's efforts in a variety of ways to help increase the firm's penetration of the market and brand awareness, and ultimate success.

This includes contributing to new product ideas, thought-leadership ideas, and bespoke insurance focused project ideas in conjunction with broader firm-wide efforts and resources.

• Maintaining CRM pipeline and activity details by reporting regularly to Allspring management, providing updates on activity, risks, opportunities and relationship development plans.
• Communicating investor feedback with other team members and senior management
• Actively contributing to a culture that values collaboration, partnership, diversity, and putting client and firm interest's ahead of one's own personal agenda.
• Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.

CANDIDATE

The successful candidate will have 5-10+ years of experience developing relationships with sophisticated institutional investors including insurance companies.

He / She will have a proven track record of raising assets and be capable of articulating complex investment strategies and engaging in solutions-oriented discussions with senior investment professionals and key decision makers.

We place high value on smart and intellectually rigorous attributes and encourage and foster a specific culture in our firm characterized by integrity and honesty, humility, mutual respect, teamwork, strategic and creative thought, a commercial approach, rigorous execution, and a commitment to excellence.

We believe in an intense work ethic, deep commitment to results, and a belief that our business is best pursued through teamwork and collaboration.

REQUIRED QUALIFICATIONS

• Minimum of at least 5 years of insurance industry and / or third-party insurance asset management business development experience.
• Demonstrated intellect - excellent oral, written and strong interpersonal communication skills, and a clear client-solutions orientation.
• An articulated and rigorous sales process with a demonstrated track record of success in raising assets (new business development) and relationship management in the insurance general account channel that includes an actionable rolodex of CIO's and senior investment contacts at insurers.
• An understanding, fluency and working knowledge of insurance general account investing including a deep understanding for their unique and complex needs, risk appetite and buying behavior influences.
• Results oriented drive to succeed with high energy, a sense of urgency, a strong service orientation, a strong work ethic with an entrepreneurial mindset, and an excitement toward building a business.
• Working knowledge of fixed income and equity investment strategies sufficient to allow for interactive, substantive and value-added discussions with insurance company CIO's and internal Allspring investment professionals.
• Integrity and personal presence to represent Allspring with enthusiasm and distinction.
• The ability, gravitas and credibility to draw consensus across Allspring in support of structuring creative solutions and delivering for prospects and clients.
• Impeccable attention to detail.
• Ability to travel and meet prospects / clients in person.

PREFERRED QUALIFICATIONS

FINRA registration including SIE, Series 7 and 63

Base Pay Range : $150,000-$225,000

Salary Range for NYC and California candidates only.Actual based may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

LI-CD1

LI-Hybrid

We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Qualifications

Licenses & Certifications

Series 63 (preferred)

Series 7 (preferred)

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)