Our Insured Solutions Sales Desk is expanding to better support financial advisors as they integrate insurance and annuity solutions into their practices. As a Concierge Specialist, you’ll deliver a high-touch, frictionless service experience alongside senior sales specialists--and play a key role in how we serve the next generation of financial professionals.

We’re looking for someone who can:

• partner closely with sales specialists to support the end-to-end sales process
• create a streamlined, advisor-friendly experience that promotes confidence and efficiency
• proactively identify and resolve service issues that may delay or complicate the sales process
• collaborate with internal teams including Central Supervision, Operations, Licensing and IT to ensure timely execution and smooth delivery of solutions
• build and maintain strong relationships with financial advisors, annuity company wholesalers, insurance general agents and support personnel
• support the integration of technology platforms and tools to boost operational efficiency
• create, maintain and deliver training and education materials to financial advisors and support staff
• partner with the management team and relevant stakeholders to find new and innovative ways to increase scale and efficiency to grow the business

Detailed salary information:
• Weehawken: the salary range for this role is $80000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.