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Institutional Sales and Business Development
Sun Life Financial
Windsor, CT, United States
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At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.
Job Description:
Company Description
Prime Advisors, Inc. (Prime) is a Sun Life Investment Management company that specializes in partnering with insurance companies to provide capital efficient customized solutions. As part of a $759 billion global financial services organization with over $125 billion in insurance assets under management, we understand the unique regulatory, capital and market considerations facing P&C, life, and health companies of all sizes. Prime has expertise in managing assets across public, private, liquid and illiquid markets while also offering full cash flow modeling, actuarial and accounting services.
Job Overview
The Sales Professional will be primarily responsible for new business generation in the insurance channel. Responsibilities will include prospecting, representing the firm at industry events and conferences, providing input and assistance with RFPs and marketing material creation as well as all other aspects of new business development.
Primary Responsibilities
• New business generation within defined sales territory covering insurance companies across the U.S.
• Effectively manage the sales process from prospecting through closing/onboarding
• Enter all activity and notes into Salesforce CRM system on a real-time basis
• Represent the firm at industry events and conferences
• Assist with the creation of RFP responses, marketing collateral, thought leadership resources and other marketing/distribution projects and initiatives
Requirements
• Bachelor's degree required
• CFA designation (or progress toward) preferred
• 5+ years investment industry experience with insurance and sales experience preferred
• Working knowledge of the insurance industry, including capital and tax issues preferred
• FINRA Series 7 license preferred
• Strong investment knowledge including experience working with a variety of fixed income asset classes including core fixed income, municipals, CMLs, private debt and senior loans
• Team player with collaborative attitude
• Strong presentation and communication skills
• Must be self-motivated and a self-starter
• Must be highly efficient, organized and detail oriented
• Demonstrate proficiency in Microsoft Word, PowerPoint, Excel, and Outlook
• Experience with Salesforce is a plus
• Must be willing to travel extensively
• Positive attitude, professional presence, ability to interact with senior levels both inside & outside the firm
• Ability to pass a background check
• Authorized to work in the United States without sponsorship
• Must be able to respond negatively to a Disciplinary History Questionnaire as required by securities regulations
Benefits:
Excellent medical and dental insurance, 401(k)-tiered matching, company-sponsored weekly lunches, home internet reimbursement, cell phone service, and more
Sun Life Investment Management provides investment solutions for defined benefit pension plans, insurance companies and other institutional investors across North America. Our mission is to design and deliver investment solutions for liability-based institutional investors based on our long-standing expertise in fixed income, liability-driven investing and alternative, yield oriented asset classes. From our launch in 2014, and as we continue to expand our capabilities, a foundational set of values guides all of our activities. These include integrity, engagement, client focus, excellence and value and innovation – actions that have earned our clients’ trust in our ability to manage their assets for the long term.
Our teams of experienced investment professionals observe the market to create investment strategies that fill specific needs. These solutions are offered by the Sun Life Investment Management companies, which comprise Sun Life Institutional Investments (Canada) Inc. and Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors, Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S) Limited Partnership in the United States.
Sun Life Financial (U.S.) Services Company, Inc. is a federal contractor subject to Executive Order 11246, Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such the company is committed to taking positive steps to implement the employment-related aspects of the company’s equal employment opportunity policy. It is the company’s policy to take affirmative action to employ, advance in employment, and otherwise treat qualified minorities, females, protected veterans, and individuals with disabilities without regard to their race/ethnicity, sex, veteran status, or disability.
Job Category:Investments
Posting End Date: