Wealth Business Development Specialist

Daiwa Securities Group

Biz Dev

Finance

Enterprise

JP company

About this role

This position in the Wealth Business Development Department's Solution Business Section handles life insurance, one of the solution proposals the company offers. The work covers adopting new products, system development, planning and promoting promotions, dealing with insurance companies, responding to laws and industry associations, and preparing and revising materials across the company's insurance business.

Candidates need headquarters-level experience with financial institution agency accounts at a life insurance company, deep familiarity with over-the-counter life insurance sales and promotion to financial institution agencies, and familiarity with wholesaler work. They must be able to use Excel functions generally, Word, and PowerPoint, and a Class 1 Securities Sales Representative qualification is required. Knowledge of corporate (business) insurance and experience responding to laws, regulations, or the Financial Services Agency are welcomed.

Headquarters-level agency experience is sought because it provides an understanding of agency organization and initiatives, proposal planning capabilities, familiarity with responding to sales branches, an understanding of how to coordinate with wholesalers, and awareness of good practices at other financial institutions. The company may change the assigned duties and work location within its designated scope, including locations where telework is performed. A reference check may be requested during the selection process.

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