CWM, Personal Financial Management - Insurance Specialist, Vice President - Irvine, CA
Company: Goldman Sachs
Location: Newport Beach
Posted on: April 3, 2021
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Personal Financial Management - Insurance Specialist, Vice
President - Irvine, CA in Irvine, California - Careers at 9056 127
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CWM, Personal Financial Management - Insurance Specialist, Vice
President - Irvine, CA Location(s) US-CA-Irvine Job ID 2020-66845
Schedule Type Full Time Level Vice President Function(s) General
Region Americas Division Consumer and Wealth Management Business
Unit United Capital Employment Type Employee MORE ABOUT THIS JOB
Consumer and Wealth Management (CWM) Across Consumer and Wealth
Management (CWM), Goldman Sachs helps empower clients and customers
around the world reach their financial goals. Our advisor-led
wealth management businesses provide financial planning, investment
management, banking and comprehensive advice to a wide range of
clients, including ultra-high net worth and high net worth
individuals, as well as family offices, foundations and endowments,
and corporations and their employees. Our consumer business
provides digital solutions for consumers to better spend, borrow,
invest, and save. Across CWM, our growth is driven by a relentless
focus on our people, our clients and leading-edge technology, data
and design. PFM Goldman Sachs Personal Financial Management (GS
PFM) specializes in creating personalized wealth management plans
for affluent individuals and families. We give clients clarity,
confidence and control over their financial decisions. Our
dedicated team of advisors across approximately 100 offices
throughout the U.S., develops and implements personalized plans
tailored to each client's values and life goals. Our advisors offer
an investment platform inclusive of products and services offered
by Goldman Sachs and other third parties, including private banking
and lending offerings. We consider the relationships with our
clients a lifelong partnership, a partnership backed by over 150
years of Goldman Sachs providing consistency, perspective and
access as our clients' needs evolve. RESPONSIBILITIES AND
QUALIFICATIONS SUMMARY The Insurance Specialist is responsible to
maximize revenue potential by working closely with PFM investment
advisers, their clients, as well as internal and external
stakeholders to develop and implement insurance and annuity-based
strategies, in alignment with our clients' needs, goals and
tolerance for risk. The Insurance Specialist role requires both
internal wholesaling and client-facing responsibilities, and is
assigned to PFM's insurance dedicated distribution division.
ESSENTIAL DUTIES & RESPONSIBILITIES The following duties ARE NOT
intended to serve as a comprehensive list of all duties performed
by all employees in this classification, only a representative
summary of the primary duties and responsibilities. Incumbent(s)
may not be required to perform all duties listed and may be
required to perform additional position-specific duties and/or
duties that are outside the specific functions that are listed.
- Thorough understanding of insurance and annuity products,
including life, health, long term care, fixed, indexed and variable
annuities along with corresponding financial planning concepts that
employ such products.
- Significant client and PFM adviser-facing responsibilities,
includes building relationships with key producers, meeting
directly with clients and an ability to describe complex
insurance-related concepts and product information.
- Responsible trend-analysis and identification of
insurance-related opportunities with existing clients.
- Educate PFM advisers on insurance planning strategies. Ability
to take lead on internal presentations regarding wealth transfer,
income protection strategies and product updates.
- Strong presentation and leadership skills. Partner with senior
management on key initiatives and the growth of insurance revenues
across the firm.
- Must have demonstrated the ability to be detail-oriented,
self-motivated and capable of working in a team environment.
- Maintain and grow individual and team based revenue goals.
- Ability to quickly learn and understand of PFM's financial
planning advice delivery process and employ with clients as part of
- Actively participates in case design and meeting preparation to
ensure all client deliverables are completed accurately and in a
- Take a holistic view of each client's financial needs and goals
as concerns insurance and annuity solutions to ensure clients
remain on track to achieve goals.
- Develops and manages relationships with assigned client base
ensuring all clients have a consistent and positive experience.
MINIMUM QUALIFICATIONS: Education and Experience: A Bachelor's
degree required; advanced degree or designation preferred; Must
have either Series 7 or 6; Life and Health insurance license and
Series 66 OR Series 65. Minimum seven years of working in similar
insurance wholesaler who has had sole responsibility for geographic
region of offices. Required Knowledge of:
- Microsoft Office (Outlook, Word, PowerPoint and Excel) and
- SalesForce or other CRM software
- Securities, Financial Planning, Investments or Insurance
- Custodian Platforms (i.e. Fidelity, Schwab, etc.)
- Broker Dealer and Investment Advisory Regulations Required
- Strong demonstrated quantitative and analytical abilities
- Superior people and communication skills and the ability to
communicate effectively with clients through dissatisfaction.
- Strong public speaking skills.
- Judgement and problem solving; takes responsibility,
demonstrates personal integrity, honesty and is able to deal with
confidential information on a daily basis.
- Proficient in Microsoft Office (Outlook, Word, PowerPoint and
- Proficient in Google Apps.
- A self-starter with a strong sense of ownership, positive
professional attitude and demeanor.
- Must be able to exercise judgment, tact and diplomacy when
dealing with clients, other executives and levels of
- Excellent time management and strong organizational skills and
ability to prioritize multiple tasks and anticipate potential
client issues. ABOUT GOLDMAN SACHS ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help
our clients, shareholders and the communities we serve to grow.
Founded in 1869, we are a leading global investment banking,
securities and investment management firm. Headquartered in New
York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're
committed to fostering and advancing diversity and inclusion in our
own workplace and beyond by ensuring every individual within our
firm has a number of opportunities to grow professionally and
personally, from our training and development opportunities and
firmwide networks to benefits, wellness and personal finance
offerings and mindfulness programs. Learn more about our culture,
benefits, and people at-- GS.com/careers .
We're committed to finding reasonable accommodations for candidates
with special needs or disabilities during our recruiting process.
Learn more: https://
-- The Goldman Sachs Group, Inc., 2020. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer
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Keywords: Goldman Sachs, Newport Beach , CWM, Personal Financial Management - Insurance Specialist, Vice President - Irvine, CA, Accounting, Auditing , Newport Beach, California
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