Relationship Manager/Relationship Senior Manager | Hybrid

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

 

Primarily responsible for retaining, developing and growing Allianz sales/market share for multiple product lines within broker dealers and/or RIAs by managing all aspects for a portfolio of strategic relationships. Guardian of strategic customer relationships and responsible for developing executive level relationships (including centers of influence), orchestrating and influencing the deployment of corporate-wide resources to provide comprehensive product/service solutions to the customer as well as achieve organizational alignment within Allianz. Works closely with multiple areas to develop and execute sales/marketing strategies in order to generate sales and profitable growth for Allianz. Includes creating, implementing, and communicating firm specific business plans across the entire Allianz organization. Responsible for protecting and growing high risk accounts and leading relationship management initiatives including but not limited to best practice sharing, mentoring, and cross company projects. Firms typically managed by the Relationship Manager/Sr. Relationship Manager are strategically important, very large, highly complex and have a high risk associated with loss.

 

What you do:

Strategic Business Planning and Execution:

• Develop and execute an overall strategy to build, grow and protect Allianz's relationships with key broker dealers &/or RIAs in order to achieve our sales targets.
• Onboard strategically important large BD firms &/or RIA's capable of producing $100's of millions of dollars of premium. Onboarding a firm includes working closely with operations, product innovation, legal, compliance, IT, finance, marketing, and distribution.
• Manage and coordinate the sales and marketing strategies for all Allianz products for assigned firm(s). This would include working with multiple areas within Allianz in order to execute these business plans.
• Secure product approvals/shelf space and implement all Allianz products within a firm. This includes all Indexed Variable annuities, fixed indexed annuities, Fee based annuities, life insurance and Buffered Exchanged Traded Funds (ETF's). This requires working with various senior leaders at the firm to position Allianz favorably and influence the firm to support activities generating Allianz sales.
• Identify, manage and develop senior level relationships and other centers of influence in order to create strong connectivity between Allianz and key broker dealers &/or RIAs.
• Coordinate and direct Allianz executive & senior management to appropriate counterparts at the respective firms.
• Enable connectivity with the firm and Allianz by having a strong understanding of the various technology platforms that each firm requires. Examples include; Simon, Halo, Black Diamond, Envestnet, eMoney, Orion, etc.
• Develop, negotiate, and manage fiscally responsible revenue sharing programs with National Accounts senior leadership.
• Provide feedback on strategic direction for all aspects of National Accounts initiatives in order to achieve current and long-term marketing and sales goals.
• Represent Allianz at national and regional customer events.
• Perform proper pre and post meeting protocol (trip notes, agenda, follow up).
• Log Salesforce activity appropriately (including leads). Responsible for accurate COI data in Salesforce.
• Demonstrate product proficiency.
• Prudently manage assigned budget (i.e. T&E, meetings).
• Communication & Leadership –
• Communicate and direct the Allianz wholesalers, sales desk and other Allianz departments in order to coordinate an effective implementation of sales and marketing strategies.
• Gather, interpret, and share key account information with the appropriate parties so that sales/marketing can utilize it as a competitive advantage.
• May provide work direction to marketing associates, internal relationship support, Operations and Event Planners. Mentor and train Relationship Managers in the department.

 

What you bring:

Minimum Requirements:

• 11+years of experience required; 10+ years of experience in annuity sales and financial services with Broker Dealer Distribution.
• Four-year degree required
• FINRA