Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Annuity and Insurance Relationship Manager

AT UBS
UBS

Annuity and Insurance Relationship Manager

Charlotte, NC

Your role

Do you have experience delivering advice on Annuity and Insurance products? Are you a great communicator?Do you pride yourself in delivering an excellent client experience? We're looking for someone like you that can provide advice and counsel to our Wealth Advice Center client's.

You will:
• partner with other Financial Advisors across the platform to provide expertise in the financial planning process in relation to annuity and insurance products
• review insurance & annuity products with external carriers to ensure appropriateness for client's situation and investment objectives, to make recommendations for change
• benefit from consultative workshops and advice delivery coaching while receiving hands-on training

Want more jobs like this?

Get Account Management jobs in Charlotte, NC delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.

• collaborate with your team to deliver advice to existing clients via inbound and outbound outreach programs
• proactively build relationships with existing clients to meet business objectives including asset consolidation, diversification, and client deepening
• evaluate client needs to help inform investment and insurance strategies,
• understand and explain financial markets and economic conditions to clients
• recommend appropriate UBS solutions and services to meet clients' financial goals by utilizing consultative approach
• analyze portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 300 professionals including both Financial Advisors and Client Service Associates-who work individually with clients to understand their needs and assist them in achieving their goals.
The UBS Wealth Advice Center leadership team supports career advancement that will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of two years.

Your expertise

You have:
• a minimum of 2 years recent work experience as an Investment Representative from a Wealth Management firm, preferably from an inbound and outbound phone based environment
• Series 7, 66 or 63 & 65 FINRA License required.
• Life and Health State Resident License(s) Required
• Bachelor's Degree required
• experience in customer service
• knowledge of insurance products such as permanent, universal, variable life
• experience with fixed, index and variable annuities

You are:
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• an individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
• an excellent listener and have outstanding communication skills, both verbal and written
• able to adapt and work well under pressure in a demanding corporate environment
• able to manage multiple priorities with strong attention to detail
• able to manage projects independently while assuming a high level of responsibility

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Client-provided location(s): Charlotte, NC, USA
Job ID: UBS-283693BR
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA With Employer Contribution
    • HSA With Employer Contribution
    • On-Site Gym
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Family Support Resources
    • On-site/Nearby Childcare
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Financial Counseling
    • 401(K) With Company Matching
    • Stock Purchase Program
  • Professional Development

    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at UBS.