Regional VP

Allianz in Anywhere, Washington, USA Remote

Industry

Financial Services

Opportunity Type

Full-Time

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the territory, through direct contact (in person, phone and video conferencing) with Independent ERISA Advisory financial advisors. This will be accomplished by building relationships with Independent ERISA Advisors, "non-producing" Allianz financial advisors, Asset Management and other strategic selling partners to distribute our products. The individual will work with business partners including Internal Retirement Consultants, Sales Supervision, and Sales Enablement.  Additionally, the candidate maintains a well-honed and current DCIO knowledge base and experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals.

What you do:

Building relationships and selling: Develop, retain and grow relationships and sales volumes with Specialist ERISA Financial Advisors, in the assigned territory, through face to face, phone and video wholesaling. This will include delivering non-product value to advisors, i.e., Continuing Education, Retirement strategies presentations, and FinTech demonstrations.

Time and Territory Management: Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities.

Development: Continued learning of our product, competitors’ products, other retirement income strategies and distributors. This can be done by leveraging internal resources and earning industry designations.

What you bring:

• 2-3 years of ERISA Advisory/Defined Contribution Investment Only experience required; Proven sales ability and results.  Excellent presentation and public speaking skills.

• Existing ERISA Advisory relationships is preferred

• High School diploma required.

• Licenses:  Series 6 & 63 and Life insurance license required.

Ability to manage extensive travel (up to 50% of time will be travelling within the territory).  Evening and weekend business functions.  Comfortable with talking on the phone and presenting on video calls.

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