BD Regional VP - Northern Manhattan/Westchester County NY | Remote

 

At Allianz Life, we are guided 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.

 

What you do:

Territory: W. Long Island & Lower Manhattan

To promote Allianz products and services to Registered Reps within a specific territory, while developing and maintaining solid business relationships and adhering to the Allianz sales philosophy.

What you do:

Distribution Leadership – Sales Productivity and Operational Excellence

• Achieve territory sales target and market share as established by your District Director
• Meet/exceed all producer goals as outlined by your District Director with a focus on:
• Producer retention
• Maintain production level of 500k+ producers from previous year
• New producers/MIA winbacks
• Effectively Promote and leverage technology tools
• Utilize resources and integrate best practices
• Conduct and log weekly activity numbers as set by District Director into Salesforce
• Remain in compliance with ALFS policies and procedures
• Expense Management
• Be a company steward of resources available
• Submit Expenses in a timely fashion
• Stay within allocated T&E and Marketing Support budgets
• Territory Management
• Execute plan to successfully partner with Internal Retirement Consultant
• Ensure Zones/Rotations are entered
• Maintain proper territory segmentation
• Ensure meeting notes are entered for completed meetings
• Execute Marketing Campaigns
• Effectively manage communications; Email and voicemail

 

Product Knowledge and Financial Planning Acumen: Develop a deep expertise on the Allianz product suite and how our solutions can complement other portfolio holdings.

• Know and understand the annuity competitive landscape
• Practice, demonstrate and master a simple, repeatable story
• Understand the fundamentals of holistic financial planning including the language and technology ecosystem

 

Value Add: Create a multi-pronged non product value proposition to build, nurture and protect durable relationships with financial advisors (see below for consideration).

• Advanced Markets:
• Leverage virtual and in-person meetings and understand resources available
• Become a subject matter expert on Social Security or Medicare
• Practice Management:
• Leverage practice management speakers
• FinTech:
• Become a subject matter expect in modeling solutions within different platforms
• Marketing and Branding:
• Leverage social media to better market Allianz, our product solutions and your value proposition to financial advisors
• Relationship Building: Utilize events and campaigns to attract, grow and retain producers.
• Responsible for creating and executing personalized events and campaigns
• Utilization of artificial intelligence tools and resources (e.g. generative AI)

 

 

What you bring:

• 2-5years of proven sales ability within the Financial Services industry
• Current FINRA Series 6 and 63 licenses
• Current State Life/Annuity Insurance license
• Excellent communication and presentation skills
• Exceptional time management skills
• Travel up to 80%
• Scheduling of Appointments and reporting of 7-day past and 21-day out calendar
• One-on-one meetings with advisors
• Implementation of Company programs
• Day to day travel and entertainment expenses
• 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.

 

Job Posting Range $58,500 - $65,000 plus variable compensation

 

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 fin