Hybrid Investment Sales Leader – Insurance

Posted 2 days ago

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About the role

  • Investment Sales Leader responsible for business development and sales in Mercer’s insurance investment solutions across Europe. Focused on strategic relationships and market opportunities in the insurance segment.

Responsibilities

  • Take accountability for driving end-to-end business development and achieving assigned new revenue targets for Mercer’s insurance investment solutions across Europe, focusing on insurance balance-sheet solutions and distribution partnerships.
  • Contribute senior sales expertise to support a targeted 20% CAGR for the insurance segment through 2030 and help diversify revenue across non-pension business lines.
  • Originate, qualify, structure, negotiate, and close opportunities while collaborating closely with Global Insurance, regional Wealth & Investment teams, and cross-functional partners to deliver client solutions and grow AUM.
  • Implement the regional Insurance sales strategy as guided by the Head of Insurance Sales, translating strategic priorities into actionable account and territory plans.
  • Manage an active sales pipeline from prospecting through to close, ensuring accurate forecasting and CRM maintenance.
  • Apply disciplined opportunity qualification and deal economics to promote profitable growth aligned with Mercer’s risk and compliance standards.
  • Identify market opportunities in balance-sheet solutions and distribution partnerships that align with regional growth plans and firm priorities.
  • Lead sales activities to originate and close new insurer clients and strategic distribution partnerships across Europe.
  • Build and nurture senior relationships with insurer decision-makers and distribution partners to establish repeatable, scalable revenue streams.
  • Design client solutions addressing insurers’ investment objectives, balance-sheet constraints, and regulatory requirements (e.g., Solvency II, IFRS).
  • Coordinate with central and local marketing, and Global Insurance, to execute targeted go-to-market initiatives and proposition campaigns.
  • Leverage Marsh McLennan intersections to facilitate introductions, referrals, and cross-selling opportunities.
  • Represent Mercer’s insurance investment capabilities in market and internal forums.
  • Collaborate with the Head of Insurance Sales to engage local teams and subject-matter experts supporting deal delivery.
  • Support the development of commercial talent locally and regionally, advancing DEI priorities and fostering inclusive teaming.
  • Build strong working relationships with Product, Investment, Consulting, Legal, Compliance, and Sales colleagues to ensure high-quality client outcomes.

Requirements

  • At least 7 years of senior business development or sales experience focused on insurance investors, balance-sheet solutions, and/or distribution partnerships across European markets, with a proven record of meeting or exceeding revenue targets.
  • Established senior commercial relationships with insurers and distribution partners across Europe and a history of closing strategic deals.
  • Solid understanding of insurance investment objectives, capital/regulatory drivers (Solvency II, IFRS, and local regimes), ALM considerations, and insurer buying processes.
  • Strong end-to-end sales skills (origination, solution design, negotiation, close), commercial acumen, and deal structuring expertise.
  • Ability to execute regional go-to-market plans, prioritise accounts, and identify scalable distribution models while maintaining discipline and focus on outcomes.
  • Degree in Finance, Economics, Business, or related field; professional credentials (e.g., CFA) are desirable.
  • Fluency in English; proficiency in one or more major European languages (German, French, Italian, Spanish) is strongly preferred.
  • Willingness to travel regularly across Europe.

Benefits

  • Professional development opportunities
  • Flexible working arrangements

Job title

Investment Sales Leader – Insurance

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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