Advanced Markets Leader: Retirement & Tax Strategy

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

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.