Sales Associate/ Vice President, Insurance General Account Solutions
Franklin Templeton · New York City · $155,000–$185,000 (stated in the posting)
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
Sales Associate/ Vice President, Insurance General Account Solutions
About the Department
Franklin Templeton is seeking an exceptional Sales Associate to support the continued growth of Franklin Templeton's Insurance General Account Solutions business across North America. This individual will work closely with the Head of Global Insurance & Institutional Asset Solutions, and the US and Bermuda Insurance Relationship Managers to support and expand strategic relationships with insurance companies, originate new business opportunities, and help deliver tailored investment solutions that address the unique challenges facing insurance company investors.
Role Summary
This role offers a unique opportunity to work at the intersection of institutional distribution, insurance asset management, and investment solutions. The successful candidate will play a key role in helping Franklin Templeton deepen its engagement with life insurers, property & casualty insurers, reinsurers, and other insurance-related institutional investors, while partnering closely with insurance solutions, investment professionals across the firm.
The ideal candidate will combine strong project management, execution and commercial instincts with intellectual curiosity, a collaborative mindset, and a desire to develop deep expertise in cultivating and managing relationships with sophisticated balance sheet investors.
This position provides significant exposure to senior client leaders, investment professionals, and sophisticated insurance investors while contributing to one of Franklin Templeton's strategic growth priorities. The role offers an outstanding platform for a high-potential professional seeking to build a long-term career in institutional distribution, client relationship management, and insurance asset management. Success in this role could lead to an opportunity as a senior Salesperson/ Relationship Manager.
How you will add value
Business Development & Relationship Management
- Support the execution of strategic business development initiatives across the North American insurance market through critical work on key projects, material development and meeting support.
- Identify, research, and prioritize target insurance companies for engagement and relationship expansion.
- Partner with Relationship Managers to cultivate and strengthen relationships with insurance company investment teams, treasury professionals, and senior decision-makers.
- Develop and maintain strategic account plans, prospect pipelines, and opportunity tracking.
- Prepare client briefing materials, market analyses, and business development presentations to support client engagement efforts.
- Contribute to the expansion of Franklin Templeton's presence within the insurance sector by researching key developments, helping to identify and pursue new business opportunities, and lead execution and timely development of related deliverables.
Insurance Market Intelligence & Client Strategy
- Develop a deep understanding of insurance company investment strategies, liability structures, and balance sheet management objectives.
- Analyze insurer portfolios and identify opportunities to align Franklin Templeton's investment capabilities with client needs.
- Monitor industry developments, regulatory changes, accounting frameworks, capital requirements, and competitive trends affecting insurance investors.
- Maintain a thoughtful perspective on emerging opportunities and challenges across the insurance landscape.
- Demonstrate interest in capital markets and learn to connect developments there to the Franklin Templeton value proposition.
Solution Development & Internal Partnership
- Lead or co-lead projects across a complex organization to advance client-related initiatives.
- Collaborate closely with portfolio managers, investment specialists, product teams, and strategists to develop customized proposals or responses to insurance clients and prospects.
- Translate insurer objectives, portfolio constraints, and strategic priorities into actionable investment recommendations.
- Support the development of investment proposals, presentations, thought leadership materials, and RFP responses.
- Coordinate across investment, product, operations, and distribution teams to ensure seamless execution and delivery of client solutions.
- Build strong internal relationships that foster collaboration and position the firm to respond effectively to client needs.
- Support account onboarding or client service needs and assist with client communication with other parts of the firm to ensure a seamless and world class client experience.
Insurance General Account Expertise
The successful candidate will develop appreciation for the unique considerations that drive insurance General Account investment decision-making, including:
- Asset-liability management (ALM)
- Duration and cash flow matching
- Risk-Based Capital (RBC) requirements
- Statutory Accounting Principles (SAP)
- Capital efficiency and balance sheet optimization
- Liquidity management
- Regulatory and rating agency considerations
- Portfolio construction for insurance liabilities
This knowledge will be used to help position investment strategies that support insurers' return objectives while balancing capital, risk management, liquidity, and liability-matching requirements.
Experience, Education & Certifications
- A bachelor's degree is required.
- 4+ years of experience in institutional sales, insurance asset management, investment management, insurance consulting, banking, or related financial services.
Technical Skills
- Excellent project management skills and ability to work on and appropriately prioritize among multiple requests.
- Strong analytical, communication, presentation, and problem-solving skills.
- Ability to synthesize complex information and translate client challenges into practical investment solutions.
- Strong relationship-building capabilities and professional presence.
- Demonstrated understanding of insurance company investing and General Account portfolio management is a plus.
- Familiarity with asset-liability management, insurance investment strategy, statutory accounting principles, and risk-based capital frameworks.
- CFA, CAIA, or progress toward a relevant professional designation is a plus.
Soft Skills
- A self-starter with a strong sense of ownership, initiative, and accountability.
- Commercially minded, with strong business development and relationship management instincts.
- Collaborative and team-oriented, with the ability to build productive partnerships across investment and distribution teams.
- Intellectually curious and motivated to develop deep expertise in insurance markets and institutional investing.
- Adaptable and resilient, with the ability to thrive in a dynamic, evolving, and transforming business environment.
- Organized, proactive, and capable of managing multiple priorities while maintaining exceptional attention to detail and execution.
- A trusted colleague who contributes positively to team culture and embraces a "one firm" approach to serving clients.
Work Schedule & Location
- Hybrid work arrangement, 4 days per week in office.
- Location: New York, NY.
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $155,000 - $185,000, depending on location and level of relevant experience, plus discretionary bonus.
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
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