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Insurance Solutions Sales Desk — Advisor Support

Job in New York, New York County, New York, 10261, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-08-16
Job specializations:
  • Sales
    Inside Sales, CRM Systems & Management, Business Development
Salary/Wage Range or Industry Benchmark: 70000 - 115000 USD Yearly USD 70000.00 115000.00 YEAR
Job Description & How to Apply Below
Location: New York

Morgan Stanley in the United States is seeking a CG Sales Analyst to support Field & Client Business Development across advisory products. You will provide consultative support on insured and investment solutions and partner with Financial Advisors to identify client needs and drive opportunities.

The role emphasizes outbound campaigns, timely outbound/inbound support, CRM documentation, and collaboration with Advisors and Product Team.

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