Senior ERISA Retirement Consultant – Southern US

Allianz Life; Minneapolis (MN); On-site; USD 100,000 - 125,000; Full time

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 our 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.

The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling Allianz's Lifetime Income + product will be effected through direct contact (in person, phone and video conferencing) with ERISA Advisory financial advisors. This will be further accomplished by building relationships with 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.

Territory: Southern US

What You Do

Building ERISA Specialist Advisory 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.

Utilization of artificial intelligence tools and resources (e.g. generative AI)

What You Bring

• 4-5 years of experience of ERISA Advisory/Defined Contribution Investment Only experience required; Proven sales ability and results. Excellent presentation and public speaking skills.
• Bachelor’s degree in Finance, Economics or related field or equivalent work experience.
• FINRA Series 6 & 63 and Life Insurance licenses required.
• You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.
  
  

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

Job posting range $100,000.00 - $125,000.00

Note the job posting range is exclusive of company benefits or other compensation. In addition to base salary, a portion of your total compensation is based on variable compensation. Actual variable compensation earned is driven by assigned territory and individual sales performance.

99121 | 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, 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.

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.