About this role
BlackRock's Retirement Insurance Group (RI), a division of BlackRock’s Retirement Group (RG), develops and maintains relationships with insurance companies offering Variable Annuity, Fixed Index Annuity, Registered Index Linked Annuities, Life Insurance, as well as ETF and mutual fund products.
Professionals within the team work together to deliver a full range of asset management, risk management and advisory services relevant to clients’ investment needs. Unified under one global client platform, individual client businesses are accountable for client relationships and distribution of products and services and are supported by a centralized marketing function which ensures consistency globally. BlackRock is a top-5 manager of retail insurance assets. The Retirement Insurance team offers best in class partnership to insurance clients by providing investments, sales support, thought leadership, BlackRock technologies and world-renowned risk-management insight.
Sales Enablement Associate/Analyst Role Description: The Retirement Insurance Sales Enablement role will work with the RI business’s focus clients and partner with RI business leadership and Market Leader team to effectively execute on the external sales strategy and business plan to assist the team’s efforts in driving new business initiatives and servicing existing BlackRock products placed on our clients’ distribution platforms.
The individual will be responsible for working with internal and external partners to drive sales enablement that will ensure the team is maintaining a high level of client connectivity. Working closely with RI’s National Sales Manager and Market Leaders, the role would offer an opportunity to grow relationships with the largest insurance and retail institutions, supporting a broad set of BlackRock investment products. The role requires a high-level knowledge of markets, investments and the ability to craft sales messages around investment solutions and current economic and market conditions. The candidate would be expected to develop an in-depth understanding of sales enablement systems and business reporting analytics, annuity contracts and how annuities are positioned in the markets, as well as objective based investing and the impact to client portfolios.
Primary Responsibilities:
Sales Enablement:
- Develop strong internal relationships with digital wealth, technology, compliance, marketing and product teams to enhance the quality of the delivery of BlackRock services to insurance distribution platforms
- Efficiently navigate sales enablement systems like: Microsoft Dynamics, Eloqua, TeamWorld, etc. to record and report sales and enablement data
- Coordinate with compliance, marketing and investments on sales collateral creation and approval; with an aim towards scalability
- Understand and drive results towards mutually understood sales and activity goals of the RI Field Team
- Exhibit in-depth knowledge on funds, indexes and model portfolios relevant to the respective opportunity and platform in order to position and differentiate BlackRock and our products against competitor firms and their products
- Work in collaboration with National Sales Manager on the preparation of quarterly client relationship/partnership reviews and overall field business strategy
- Collaborate with RI management on the development and execution of Index Annuity strategy
Business Development:
- Work with National Sales Manager, Relationship Managers and Market Leaders to execute on strategy to maximize engagement and influence with financial advisors, as well as, field relationship managers to strengthen and grow relationships with leading insurance company clients
- Leverage firm resources to provide sales team with timely marketing ideas, investment insights, sales ideas
- Manage ad hoc queries from clients and follow-through on issues with relevant internal teams
- As this individual develops their skill-set and knowledge of the business, we would like the individual to take on more client-facing responsibilities. Some examples below:
- Develop and deliver nationwide fund updates, fund positioning, economic and capital markets overviews, and assorted business building and practice management presentations to sales desks, wholesalers, and/or financial advisors
- Coordinate larger client events for external sales team partners
- Meet with and develop relationships with internal sales desk leadership and represent BlackRock at internal sales desk meetings
Qualifications:
- BA/BS degree required, emphasis on Finance, Economics, or Engineering preferred.
- NASD Series 7 and 66 (or 63 & 65) required or required to obtain within 90 days.
- Independent thinker with proven ability to tackle complex problems, think creatively and challenge the status quo.
- Knowledge of investment trends and advisor practices.
- Exceptional verbal and written communication skills with impeccable attention to detail.
- Solid MS Office skills, including PowerPoint, Word, Excel, and Outlook.
- Experience with web-based technology.
- Clean U-4, if applicable.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
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