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Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago** - **Role**: Support Retail Insurance distribution, engage financial advisors, and position GSAM investment solutions - **Required Skills**: 2+ yrs sales experience, financial services industry knowledge, excellent communication skills, project management - **Experience**: Associate level - **Key Responsibilities**: Conduct sales presentations, territory management, pipeline development, client relationship building, investment analysis - **Technologies & Tools**: Series 7 & 63 licenses, financial software, CRM (e.g., Salesforce) - **Domain**: Asset Management, Financial Services, Retail Insurance, Sales - **Location**: Chicago, IL, United States

Compensation
$80,000 – $160,000 USD

Currency: $ (USD)

City
Chicago
Country
United States

Full Job Description

Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - ChicagoChicago, IL, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Chicago
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 80,000 - 160,000

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

MORE ABOUT THIS JOB

This role resides within the Client Solutions Group in Goldman Sachs Asset Managements (GSAM) Client Business and is dedicated to supporting the firms Retail Insurance distribution channel.

Retail Insurance Regional Consultants partner closely with Insurance Channel Regional Directors, National Accounts, and internal sales teams to help develop and strengthen relationships with Variable Annuity platforms and Insurance Companyaffiliated Broker/Dealer partners. The primary focus of the role is to support advisor engagement and execution by helping position relevant GSAM investment solutions across insuranceaffiliated networks.

YOUR IMPACT

We are looking for a dynamic, quickthinking selfstarter with a passion for the financial markets, strong communication skills, and the ability to thrive in a highly collaborative environment. Successful candidates are effective at profiling advisors, maintaining consistent outreach, and advancing opportunities through disciplined followup and execution. This role requires a professional who is wellversed in investment products across major asset classes and motivated by helping advisors navigate markets and grow their practices within the insurance channel.

OUR IMPACT

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages of working with a leading asset manager, while maintaining a highly consultative and clientfocused approach. GSAM is one of the worlds preeminent investment management organizations, and our success is driven by the strength of our people, the depth of our investment capabilities, and our longterm commitment to clients across the insurance, intermediary, and advisory landscape.

Retail Insurance Regional Consultants sit within GSAMs Client Solutions Group (CSG) and play a critical role in supporting the firms Insurance distribution strategy. RCs partner closely with Insurance Channel Regional Directors and internal coverage teams to help build and deepen relationships with Variable Annuity platforms and insuranceaffiliated broker/dealers, while engaging financial advisors to understand their practices and client needs. The team helps position GSAMs investment solutions across major asset classes including fixed income, equities, and alternatives through disciplined advisor profiling, investment communication, and consistent sales execution.

RESPONSIBILTIEIS AMD QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Conduct proactive telephone and virtual sales presentations to toptier clients and prospects within insuranceaffiliated distribution, highlighting GSAMs investment products, market views, and value proposition
  • Partner closely with Insurance Channel Regional Directors and internal coverage teams to support execution of a defined territory strategy and advance sales opportunities across Variable Annuity platforms and insuranceaffiliated broker/dealers
  • Build strong, longterm relationships with financial advisors primarily through telephone and virtual engagement, with focused inperson support as appropriate
  • Effectively profile advisors to understand their practices, client base, and investment process in order to identify needs and appropriately position Goldman Sachs investment solutions
  • Provide portfolio construction guidance and practice management support to advisors, helping them deliver better client outcomes and grow their businesses
  • Execute consistent, highquality followup with advisors to advance the sales process and deepen relationships
  • Demonstrate disciplined, organized, and effective territory management, pipeline development, and sales execution on a consistent basis


SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • At least 2 years successful sales experience
  • General financial service industry experience
  • Strong understanding of the Defined Contribution and/or Recordkeeping marketplace
  • Bachelor's degree
  • Series 7 and Series 63 licensed or obtained within 3 months of joining 
  • Excellent interpersonal skills and ability to work efficiently with others
  • Commercially oriented
  • Excellent verbal communication and presentation skills
  • Project management skills
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago

Compensation

$80,000 – $160,000 USD

City: Chicago

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago** - **Role**: Support Retail Insurance distribution, engage financial advisors, and position GSAM investment solutions - **Required Skills**: 2+ yrs sales experience, financial services industry knowledge, excellent communication skills, project management - **Experience**: Associate level - **Key Responsibilities**: Conduct sales presentations, territory management, pipeline development, client relationship building, investment analysis - **Technologies & Tools**: Series 7 & 63 licenses, financial software, CRM (e.g., Salesforce) - **Domain**: Asset Management, Financial Services, Retail Insurance, Sales - **Location**: Chicago, IL, United States

Full Job Description

Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - ChicagoChicago, IL, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Chicago
JOB FUNCTIONSales
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 80,000 - 160,000

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

MORE ABOUT THIS JOB

This role resides within the Client Solutions Group in Goldman Sachs Asset Managements (GSAM) Client Business and is dedicated to supporting the firms Retail Insurance distribution channel.

Retail Insurance Regional Consultants partner closely with Insurance Channel Regional Directors, National Accounts, and internal sales teams to help develop and strengthen relationships with Variable Annuity platforms and Insurance Companyaffiliated Broker/Dealer partners. The primary focus of the role is to support advisor engagement and execution by helping position relevant GSAM investment solutions across insuranceaffiliated networks.

YOUR IMPACT

We are looking for a dynamic, quickthinking selfstarter with a passion for the financial markets, strong communication skills, and the ability to thrive in a highly collaborative environment. Successful candidates are effective at profiling advisors, maintaining consistent outreach, and advancing opportunities through disciplined followup and execution. This role requires a professional who is wellversed in investment products across major asset classes and motivated by helping advisors navigate markets and grow their practices within the insurance channel.

OUR IMPACT

Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages of working with a leading asset manager, while maintaining a highly consultative and clientfocused approach. GSAM is one of the worlds preeminent investment management organizations, and our success is driven by the strength of our people, the depth of our investment capabilities, and our longterm commitment to clients across the insurance, intermediary, and advisory landscape.

Retail Insurance Regional Consultants sit within GSAMs Client Solutions Group (CSG) and play a critical role in supporting the firms Insurance distribution strategy. RCs partner closely with Insurance Channel Regional Directors and internal coverage teams to help build and deepen relationships with Variable Annuity platforms and insuranceaffiliated broker/dealers, while engaging financial advisors to understand their practices and client needs. The team helps position GSAMs investment solutions across major asset classes including fixed income, equities, and alternatives through disciplined advisor profiling, investment communication, and consistent sales execution.

RESPONSIBILTIEIS AMD QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Conduct proactive telephone and virtual sales presentations to toptier clients and prospects within insuranceaffiliated distribution, highlighting GSAMs investment products, market views, and value proposition
  • Partner closely with Insurance Channel Regional Directors and internal coverage teams to support execution of a defined territory strategy and advance sales opportunities across Variable Annuity platforms and insuranceaffiliated broker/dealers
  • Build strong, longterm relationships with financial advisors primarily through telephone and virtual engagement, with focused inperson support as appropriate
  • Effectively profile advisors to understand their practices, client base, and investment process in order to identify needs and appropriately position Goldman Sachs investment solutions
  • Provide portfolio construction guidance and practice management support to advisors, helping them deliver better client outcomes and grow their businesses
  • Execute consistent, highquality followup with advisors to advance the sales process and deepen relationships
  • Demonstrate disciplined, organized, and effective territory management, pipeline development, and sales execution on a consistent basis


SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • At least 2 years successful sales experience
  • General financial service industry experience
  • Strong understanding of the Defined Contribution and/or Recordkeeping marketplace
  • Bachelor's degree
  • Series 7 and Series 63 licensed or obtained within 3 months of joining 
  • Excellent interpersonal skills and ability to work efficiently with others
  • Commercially oriented
  • Excellent verbal communication and presentation skills
  • Project management skills
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More