ETF Wholesaler Senior - Great Lakes | Remote

Allianz Life; Minneapolis (MN); Remote; USD 81,000 - 90,000; Full time

Job summary

Join a forward-thinking company as an ETF Wholesaler Senior, where your expertise in asset management and ETFs will drive sales and deepen relationships with financial advisors. This role offers the chance to mentor new employees while managing a territory that requires extensive travel. With a focus on client-centric strategies, you'll educate advisors on investment strategies and product positioning. Enjoy a competitive salary and a robust benefits package in an inclusive culture that values diversity and employee growth. This is an exciting opportunity to shape the future of investment solutions.

Benefits

Comprehensive medical and dental plans

Generous time off plan

401(k) company match

Onsite health center

Fitness facility

Discounted amenities

Employee Resource Groups

Qualifications

• 8-10 years of experience in sales and asset management.
• Series 7 license required for this role.

Responsibilities

• Drive sales and market penetration for ETFs.
• Develop and grow relationships with financial advisors.

Skills

Sales experience in asset management

ETFs knowledge

Presentation skills

Client relationship management

Education

Four-year degree

Tools

Artificial intelligence tools

Job description

ETF Wholesaler Senior - Great Lakes | Remote

Join to apply for the ETF Wholesaler Senior - Great Lakes | Remote role at Allianz Life

ETF Wholesaler Senior - Great Lakes | Remote

1 week ago Be among the first 25 applicants

Join to apply for the ETF Wholesaler Senior - Great Lakes | Remote role at Allianz Life

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. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with business partners including, Internal ETF Consultants, sales management, and sales enablement. A portion of their time will be focused on coaching and mentoring of the ETF Wholesalers and new employees.

What you do:

Sales and relationship management:Develop, retain and grow long term relationships with financial advisors. Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling. Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies. Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs. Respond to advisor inquiries regarding ETF features and performance.

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.

Mentorship, Coaching and Development:Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations. Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months.

Territory: OH, MI, KY, IN & WV

What you bring:

• 8-10 years of experience required; Sales experience in asset management and ETFs. Proven sales ability and results. Excellent presentation and public speaking skills.
• Four-year degree required or equivalent work experience.
• Series 7 license
• Ability to manage extensive travel (up to 65% of time will be traveling within the territory). Evening and weekend business functions. Comfortable with talking on the phone and presenting on video calls in person.
• 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.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).
  
  

Base Salary Range $81,000 - $90,000

In addition to base salary, a portion of your total compensation is based on commissions. Actual commission earned is driven by assigned territory and individual sales performance.

71806 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

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 and dental plan options, a generous time off plan and an outstanding 401(k) company match. 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 welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

Footer:

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. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations.

Join us. Let’s care for tomorrow.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Financial Services and Insurance

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