Advanced Markets Director | Flex

Allianz Life; Minneapolis (MN); On-site; USD 120,000 - 181,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Onsite campus amenities

Job summary

Allianz Life in Minnesota seeks an experienced professional to lead development and delivery of Advanced Markets programs, providing complex planning support to distribution partners on annuities, retirement and tax planning. The role requires 8+ years in financial services, Series 6/7 and life license, strong public speaking, and frequent travel to train and present to advisors. You will report to the Advanced Markets Senior Director.

Qualifications

• 8+ years experience in Financial Services and Advanced Markets with strong public speaking skills.
• Four-year degree required.
• Series 6 or 7 license and life license required or obtained within 60 days.

Responsibilities

• Deliver presentations at the highest professional level to advisors across venues and virtually.
• Create cutting edge presentations and marketing collateral for Advanced Markets programs.
• Research and recommend new Advanced Market topics for field programs; stay current on Advanced Markets issues.
• Be an ambassador and liaison between Distribution, External Business partners and Marketing.
• Utilize artificial intelligence tools and resources in program development and delivery.

Skills

Public speaking

Advanced Markets

Education

Bachelor's degree

Job description

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 the community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.

You will be responsible for the development and delivery of sophisticated Advanced Markets programs. You will provide complex advanced planning support to our distribution partners, focusing on the use of annuity products in retirement planning, estate planning, financial planning, tax planning, and general tax/legal issues. You will stay current on industry Advanced Markets concepts, including Social Security and Medicare as well as conduct technical analysis of new advanced planning ideas/positioning. This position also involves an in-depth analysis of potential topics for future Advanced Markets programs, with technical tax and legal research as needed. You will also create cutting-edge presentations and related marketing collateral on the latest Advanced Markets topics, utilizing in-depth product and concept knowledge alongside advanced planning software. This role demands expert casework assistance and the creation of written marketing/sales concept materials.

Outstanding communication, presentation, and training skills are essential. Your ability to connect technical advanced tax and legal concepts to the sales process ensuring Financial Professionals understand how the information can be applied to client retirement needs is critical. You will be responsible for presenting to our distribution partners or internally on a variety of advanced planning topics through webinars or in-person presentations. Extensive travel is required. You will report to the Advanced Markets Senior Director.

What You Do

• Deliver presentations at the highest professional level to advisors: Present Advanced Markets topics (and other value-added programs) at a variety of venues including RC/Wholesaler meetings, Broker-Dealer conferences, client seminars etc. Present in person and virtually.
• Create cutting edge presentations and related marketing collateral: Responsible for program content development including the PowerPoint presentations, marketing materials, and value-add promotional items related to the topic. Work with Ad Review to meet corporate standards. Updates and enhances the program(s) to maintain them as Advanced Markets offerings.
• Research and recommend new Advanced Market topics for field programs: Keep current on Advanced Markets issues and industry concepts.
• Be an ambassador and liaison between Distribution, External Business partners and Marketing.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What You Bring

• 8 or more years' experience required: Experience in Financial Services and Advanced Markets with strong public speaking skills.
• Four-year degree required
• Series 6 or 7 license and life license required or obtained within 60 days
• You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.

Job posting range: $120,000 - $180,500

Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth.

What We Offer

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer. For additional information regarding What It’s Like To Work Here | Allianz Life.

106075 | Operations | Management | Allianz US Life | Full-Time | Permanent

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.