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About the Role
As an Insurance Index Wealth Specialist, you will execute our distribution strategy to maximize engagement with Nasdaq Indexes’ Insurance Carrier partners. You will establish and maintain business relationships with partner Sales and Distribution teams to support the commercialization of their Nasdaq Index related products, strengthening client satisfaction and amplifying educational messaging in the Insurance/Annuity space.
Responsibilities
- Build and strengthen relationships with Sales, Management, and Distribution teams at partner insurance carriers.
- Support growth of existing investment products and new product launches with Nasdaq’s Annuity and Index Design partners.
- Serve as a subject matter expert and key contact for client sales teams and financial advisors.
- Lead in-field sales opportunities, group presentations, and virtual office hours.
- Partner across Index Insights to deliver presentations and drive adoption of Nasdaq Index crediting options.
- Position and differentiate Nasdaq Index offerings against competing providers.
- Gather client feedback to help shape new index concepts and solutions.
- Manage and develop team resources while supporting broader business and organizational priorities.
Requirements
- 5 years of relevant industry experience
Skills
- Distribution strategy execution
- Business relationship management
- Sales and Distribution support
- Commercialization
- Client satisfaction
- Educational messaging
- Subject matter expertise
- Client sales team support
- Financial advisor support
- In-field sales
- Group presentations
- Virtual office hours
- Presentation delivery
- Product adoption
- Competitive positioning
- Client feedback gathering
- Index concept development
- Solution development
- Team resource management
- Business support
- Organizational priority support
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- 5 years of relevant industry experience
Education Level
- Bachelor’s degree in Finance, Business, or a related field, or equivalent relevant work experience.
Salary/Compensations
- $116,000 - $203,000
- Generous annual bonus/commission (short-term incentive)
- Equity (long-term incentive)
Benefits
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Hybrid home/office schedule
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training
- Professional development opportunities
About the Company
- Nasdaq is an equal opportunity employer.
- We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
- We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.
- We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.
Equal Opportunity
- Nasdaq is an equal opportunity employer.
- We welcome applications from candidates of all backgrounds and identities.
- We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
- We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.