Employer Markets Wholesaler Senior - Southern US | Remote

About the role

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.

Responsibilities

• Build ERISA Specialist Advisory relationships and sell: 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).

Requirements

• 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.

Qualifications

• You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future.
• 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.

Skills

• Continued learning of our product, competitors’ products, other retirement income strategies and distributors.
• Leveraging internal resources and earning industry designations.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

Benefits

• 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.

Pay

$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.

Schedule

Full-Time