Market Consultant, US Ins & SA

Role Overview

• 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