Senior Insurance Client Advisor - West
Allspring Global InvestmentsAbout the role
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COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
Reporting to the Head of Insurance, the Senior Insurance Client Advisor – West will be responsible for proactively developing and managing Allspring’s Insurance Channel (general account and retirement/pension pools) in the Western region, with a focus on new business development. This Advisor will serve as one of the firm’s key spokesperson’s to “tell the story” of Allspring’s capabilities to insurance investors by leveraging Allspring’s deep expertise and history managing insurance company assets and finding creative ways to solve the unique and evolving investment needs of the insurance industry. The Advisor, in coordination with the Head of Insurance, will develop and execute a sustained sales strategy that articulates the firm’s solutions-based investment strategies, products and performance.
RESPONSIBILITIES
The Advisor’s priority will be to cultivate new insurance relationships in the Western region using a consultative and ‘solutions-driven’ approach. Specific responsibilities include, but are not limited to:
- Leading the new business development and relationship management efforts for a defined list of insurance companies based in the West across all the investment services offered by Allspring.
- Prospecting, initiating and closing new business with insurers for their general account, and retirement/pension pools of assets.
- Effectively articulating Allspring’s investment philosophy, investment strategies and ancillary insurance services by undertaking a consultative approach to insurance investors in conjunction with specialist portfolio management teams and other dedicated insurance resources.
- Actively contributing to the broader insurance team’s efforts in a variety of ways to help increase the firm’s penetration of the market and brand awareness, and ultimate success. This includes contributing to new product ideas, thought-leadership ideas, and bespoke insurance focused project ideas in conjunction with broader firm-wide efforts and resources.
- Maintaining CRM pipeline and activity details by reporting regularly to Allspring management, providing updates on activity, risks, opportunities and relationship development plans.
- Communicating investor feedback with other team members and senior management
- Actively contributing to a culture that values collaboration, partnership, diversity, and putting client and firm interest’s ahead of one’s own personal agenda.
- Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.
CANDIDATE
The successful candidate will have 5-10+ years of experience developing relationships with sophisticated institutional investors including insurance companies. He/She will have a proven track record of raising
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