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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

First seen Oct 28, 2026 · Last verified Nov 5, 2026 (UTC)