Asset & Wealth Management, GS Ayco Wealth Strategies Group Insurance Strategist, Vice President - Newport Beach, CA

Job Description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals ? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

• Work closely with Wealth Advisors and their teams to support existing client relationships including wealth strategies services, research and ongoing analysis and monitoring
• Educate account managers and financial planners on insurance planning strategies. Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates
• Develop and cultivate existing client relationships to uncover WSG-related opportunities. Compliment regional Wealth Strategist and/or Annuity Marketing teams with pursuing marketing efforts. Formulate and implement wealth strategies plans for clients to utilize based on clients’ needs
• Partner with account manager and clients to identify and discuss key objectives surrounding insurance planning and risk management
• Responsible for meeting revenue goals set for specific regions that contribute to the overall departmental goals
• Enhance the client experience through exemplary client service standards
• Demonstrate strong leadership skills, acting as a role model for other associates. Partner with senior management on key initiatives and the growth and development of other Ayco Associates
  
  

Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree required
• Advanced degree or designation preferred
• Series 7 or Series 6 required
• Life and health insurance license required
• Three years’ experience in life insurance and annuity products is required
• Demonstrated excellent verbal and written communication and presentation skills.
• Direct client facing experience and demonstrated ability to build and foster strong network of relationships.
• Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment
• Demonstrated ability to multi-task in a fast-paced environment.
• Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)
• Personal commitment to accuracy, attention to detail and meeting tight deadlines
• Experience in financial services or human resources preferred