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**AWM-GS Ayco-Wealth Strategies Group-Insurance Product-Analyst-Albany** - **Location**: Albany, NY, United States - **Function**: Sales - **Division**: Asset & Wealth Management As an Insurance Product Analyst, you'll specialize in wealth protection and wealth transfer strategies for high net-worth clients. Key responsibilities include understanding estate and trust planning concepts, partnering with marketing associates to select appropriate products, serving as an internal resource for account management teams, and developing customized Excel spreadsheets to illustrate financial concepts. Candidates should possess a Bachelor's degree, preferably advanced, with an active life and health insurance license preferred. Series 6 or 7 registration is also desirable. Proficiency in Microsoft Office suite is required, with a keen attention to detail and strong analytical and problem-solving skills. The expected salary range for this Albany-based position is USD 55,000 - 75,000. This is an excellent opportunity for a highly organized, team-oriented individual with a client-focused approach and the ability to work independently while maintaining confidentiality.
- Compensation
- $55,000 – $75,000 USD
- City
- Albany
- Country
- United States
Currency: $ (USD)
Full Job Description
ABOUT THIS JOB
As an Insurance Product Analyst you will specialize in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.
Our Impact:
Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging 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.
Wealth Strategies Group (WSG)
Goldman Sachs Aycos Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldmans Wealth Management business. We are on a journey to transform, modernize and scale the business, which currently generates over $1.4B of Life, Annuity and Long-Term care new business premiums on an annual basis. Our planning focused practice currently has 56 team members operating in 7 wealth management offices across the county.
How You Will Fulfill Your Potential:
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 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.
Principal Responsibilities:
- Understand various estate, trust, and retirement planning concepts unique to Aycos high net-worth clients
- Partner with marketing associates to determine appropriate product selection to meet client objectives
- Serve as an internal resource to account management teams through enhanced knowledge of the industry and product offerings
- Develop and maintain customized Excel spreadsheets to illustrate financial concepts
- Interface with various associates to facilitate task and project completion
- Utilize internal systems to monitor and record product changes and provide client-facing presentations
SKILLS & EXPERIENCE WERE LOOKING FOR
Basic Qualifications:
- Bachelors degree required; Advanced degree preferred
- Active life and health insurance license preferred
- Series 6 or 7 registration preferred
- Highly organized with a keen attention to detail
- Superior analytical and problem-solving skills
- Team oriented, client-focused approach
- Ability to work independently and maintain confidentiality
- Proficiency in Microsoft products: Excel, Outlook, Word, and PowerPoint
Salary Range
The expected base salary for this Albany, NY United States-based position is $55,000 - $75,000 as of fiscal year-end.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Were committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
