Morgan Stanley
Insured Solutions Director - Vice President/Executive Director
$115K–$250K
Los Angeles, California +4 · On-site · Director · Full-time · Posted Oct 2, 2026
- Location
- Los Angeles, California
Denver, Colorado
Phoenix, Arizona
Salt Lake City, Utah
Scottsdale, Arizona - Experience
- 5+ years of experience related to Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager.
- Education
- Bachelor’s degree in Business, Economics, Finance or equivalent work experience.
About the job
Drives sales and territory growth for insurance-based products, partnering with Financial Advisors and internal teams to meet targets while aligning recommendations with client objectives.
What you'll do
- Drive use of insured solutions across an assigned territory and coordinate sales activity toward targets.
- Partner with regional management, specialists, product teams, and Financial Advisors to develop sales and educational opportunities and connect advisors with resources.
- Use data-driven segmentation and Salesforce to manage territory coverage, initiatives, and tactical activities.
What they ask for
- Active Series 7 and 63, 65 (or 66), or ability to obtain within six months of hire; insurance license required.
- Bachelor’s degree in Business, Economics, Finance or equivalent work experience.
- 5+ years of experience related to the Annuity & Insurance Industry as a Wholesaler/Specialist/Sales Manager.
- Strong presentation and project management skills.
Nice to have
- Advanced designations.
- Familiarity with Morgan Stanley’s branch network and Financial Advisors.
Pay
USD 115,000–190,000 per year (base salary); USD 150,000–250,000 per year (base salary)
Tools
Salesforce
Model-written summary · the original posting is authoritative