Market Consultant US Ins & SA

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About the Role:

The Market Consultant will be responsible for building long-standing positive relationships with intermediary clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey.

Responsibilities of the Role:

• Identifies, develops, and deepens partnership opportunities with Centers of Influence ("COI"), including all levels of client distribution, field investment personnel, and key internal partners at top insurance relationships.

• Develops and implements sales and retention strategies focused on enhancing Invesco's penetration of the insurance market and growing customer loyalty within the territory.

• Credibly represents and positions Invesco's investment strategies, including differentiating the firm's strategies from competitor strategies.

• Partners with strategic accounts, marketing, and client service associates to ensure alignment around business strategy, capitalize on opportunities, and anticipate and overcome challenges.

• Conducts effective group and individual practice management and Capital Market presentations designed to educate and support insurance COIs and their efforts to better serve their clients and prospects.

• Develops and continually updates and monitors a current COI list that reflects Invesco's best opportunities based on a quantitative and qualitative firm scoring model for insurance partners.

• Records client activity to accurately memorialize all interactions and ensure successful allocation of time and resources.

• Deepens relationship with insurance COIs to extend the Invesco brand to the annuity marketplace and ultimately scale the firm's message across retail broker dealers.

• Builds and implements strategic travel rotation to cover smaller boutique firms across the country and clients in geographically less desirable locations.

• Partners with the Division Sales Manager to develop and implement a territory sales plan which is aligned with the overarching division plan.

Requirements of the Role:

• 5+ years of sales experience with a significant portion of those years focused on specifically marketing insurance products as a sales representative.

• Series 7 & 63 required

• CIMA, CFP, CFA and/or CAIA designation preferred

• Undergraduate Degree in business or other related field and/or equivalent work experience

• A consistent track record of developing and completing a strategic business plan, including effective client segmentation, prioritization, internal network relationship building, and the effective deployment of internal partners.

• A strong history of identifying and gaining an audience with key investment decision-makers and influencers.

• A deep understanding of the competitive landscape, including all insurance VA, FIA, structured products, and how to access Invesco investment and index capability within these offerings.

• Consultative, client first approach, delivering solutions, not products, to meet client needs and get results.

• Exceptional public speaking capability improving Invesco's partnership opportunities with premier clients.

• A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities.

• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills.

The salary range for this position is $65,000 to $70,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.