Insurance Sales Consultant Jobs in New York

Summary

This position is a hybrid role:

• Support the DAR Sales and SLT activity in the Americas (covering all CLF and ERA sectors, with a strong focus on Project Finance and Digital Infrastructure - North America and Latin America).
• Support the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, coordinating deal flow with business lines, coordinating certain aspects of the sourcing and placing of CRI activity, both onshore and offshore in coordination with the CRI teams in Paris and London.

This role requires fully developed time management and multi-tasking skills, with accuracy and meeting deadlines being of essential importance.

Key Responsibilities

• Sales
• Coordinate with DAR Syndicate teams and support global SLT team to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports posted on Debt Domain;
• Conduct sales calls and attend meetings with prospective investors as part of the distribution process;
• Coordinate and work with DAR Syndicate teams with primary sell down to reach approved loan final take target;
• Actively participate in primary syndications covering accounts and reporting feedback back to DAR Syndicate teams;
• Participate in regular pipeline calls with DAR Syndicate teams to anticipate upcoming new transactions to come to market;
• Review legal documentation with respect to transferability and confidentiality provisions;
• Deepen and broaden knowledge of underlying deals and investors; and

• Any other tasks and responsibilities as requested.

• CRI

• Coordinate new CRI activity (with CRI Paris and London) offshore activity for CLF and ERA;
• Support in internal and external marketing efforts for CRI in the Americas; and
• Deepen and broaden CRI market expertise.

Key Internal contacts

• DAR Syndicate
• DAR ARO
• Private Debt Solutions
• DAR COO
• CLF and ERA Originations Teams
• RPC/Credit Risk
• Debt Capital Markets
• FIG / Corporate Coverage
• FCS
• Legal

Key External contacts

• Banks
• Institutional Investors
• Insurance brokers
• Insurers
• Borrowers

Salary: $110,000

Education Essential: BA/BS (Finance)
Education Desirable: Masters degree in finance or business administration

Experience Desirable: 1+ years of relevant experience in banking, preferably in Project Finance and Digital Infrastructure

Competencies Essential:

• Good Financial & Accounting Knowledge
• Strong computer skills including use of Microsoft Word, Excel, and PowerPoint
• Good interpersonal skills
• Team player, team oriented with strong work ethos
• Ability to react quickly and use own initiative
• Ability to multi-task fluidly
• Attention to detail and ability to deliver reports quickly and accurately
• Highly motivated and ability to problem solve in challenging situations
• Self-starter and pro-active

Competencies Desirable:

• French and/or Portuguese language skills (oral and written)

Specialist Training Desirable:

• Familiarity with loan documentation and credit analysis (including financial statement analysis)

Skills & Knowledge Essential:

• Strong people / Emotional Intelligence (“EQ”) skills
• Sales and marketing personality
• Strong communication skills (verbal and writing; English and Spanish)
• Strong analytical and presentation skills

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