VP, Insured Solutions Sales Desk

🕒 October 11, 2025

🏢🏡 New York City – Hybrid

💵 $110k - $185k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

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Morgan Stanley

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

Finance • Fintech • Investment Banking

Morgan Stanley is a leading global financial services firm that provides a wide range of services including wealth management, investment banking, capital markets, sales and trading, research, and investment management. Founded in 1935, the firm leverages its expertise to help individuals, institutions, and governments raise, manage, and distribute capital, while also prioritizing sustainable investing and diversity initiatives. With a strong commitment to delivering exceptional ideas and insights, Morgan Stanley is dedicated to achieving clients' financial goals through innovative solutions and personalized guidance.

📋 Description

• Responsible for sales activity across Annuity and Insurance products in assigned markets • Drive revenue growth nationally across all product areas excluding banking • Identify market opportunities, develop a plan, and execute in partnership with home office, regional management, and local resources • Deliver results against specific targets • Establish, maintain and support strong relationships with financial advisors • Lead strategic engagements with high opportunity financial advisors • Partner with sales partners & local management to effectively cover assigned territory and drive business results • Utilize Salesforce effectively and efficiently

🎯 Requirements

• Bachelor's degree required • Active Series 7 and 63, 65 (or 66) • 3-5+ years proficiency in financial markets and financial products • 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities • Proven track record of driving results in a sales/marketing role • Salesforce (or alternative CRM) experience preferred • Excellent verbal and interpersonal skills • Deep understanding and familiarity with Morgan Stanley’s branch network and Financial Advisors • Strong knowledge of Insured Solutions products and platforms

🏖️ Benefits

• First-class service and high standards of excellence • Commitment to diversity and inclusion • Support for employees and their families at every point along their work-life journey • Opportunity to work alongside the best and the brightest