Internal Sales Associate - Business Development

Position Summary

Axcelus Financial is seeking a savvy and dynamic Business Development Associate who will support growth initiatives within a company sitting at the intersection of alternative investments and insurance, catering to high-net-worth and institutional clients.

This is an exciting opportunity for a candidate to deepen their knowledge of and become a subject matter expert on the alternative investments landscape within the insurance sphere.  Working side by side with senior sales team members the business development associate will engage with our large network of asset managers and financial advisors to provide their High Net Worth and Ultra High Net Worth clients with customized insurance based solutions designed to grow and preserve their assets

A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted in January of 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our client's unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net-worth and ultra-high-net-worth individuals and families in the U.S. and around the globe.

Responsibilities:

• Develop and maintain deep knowledge in alternative investments and private placement insurance and how it benefits our client base.
• Support the external facing sales, origination and relationship management teams responsible for sourcing new clients, distribution partners, and joint ventures.
• Accountable for the development and updating of marketing collateral and communication, in coordination with senior sales team members.
• Leverage data analytics to drive engagement and measure success.
• Build, maintain, and continuously grow a portfolio of clients - Private Banks, Wirehouses, Hedge Funds, RIAs, Family Offices and Multi-Family Offices.
• Oversee case pipeline, collaborating with internal and external stakeholders to provide end to end sales support ensuring a smooth client experience and successful deal execution.
• Engage with our large network of asset managers and financial advisors to provide solutions for a range of audience needs and services.

The Ideal Candidate will possess the following:

• Client service experience with high-net-worth individuals.
• Experience in sales support role in financial services, preferably with a focus on alternative investments or insurance.
• Basic knowledge of compliance regulations and how they relate to marketing materials and functions.
• Self-motivated and team-focused individual.
• Experience using CRM systems.
• Experience with the Adobe Creative Cloud.

Requirements:

• Two to four years experience in sales, customer service, or related field.
• Exceptional oral and written communication and interpersonal skills.
• Bachelor’s degree.
• Proficiency in Microsoft 365 and interest in remaining current with emerging technologies as well as design trends.
• Series 6 or 7 and 63 securities licenses or ability to obtain within two months of hire.
• Variable Insurance license.
• Knowledge of and experience with all Microsoft Office products.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.

Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity or any other state, federal or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected and valued.

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