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BD Regional VP – Western Connecticut/Westchester County New York

Job not on LinkedIn

🔥 12 hours ago

🦌 Connecticut, New York – Remote

infoinfo

💵 $58.5k - $65k / year

⏰ Full Time

🔴 Lead

👔 Vice President

Where this job comes from

Posted on Allianz's careers page, not through a job board

First seen by Remote Rocketship 12 hours ago

Still open on Allianz's site. Checked 1 hour ago.

Logo of Allianz

Allianz

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

💰 Post-IPO Equity on 2018-04

Banking • Finance • Insurance

Allianz is a global insurance and asset management company that provides a wide range of financial products and services. The company emphasizes the importance of teamwork, honesty, and genuine interactions, fostering a culture of collaboration among employees. Allianz is dedicated to delivering high-quality assurance services and engaging with customers through open discussions and valuable insights from industry experts.

📋 Description

• Promote Allianz products and services to Registered Representatives within Western Connecticut and Westchester County, New York • Develop and maintain business relationships with financial advisors and producers • Achieve territory sales targets and market share goals • Meet producer goals focused on retention, production levels, new producers and winbacks • Promote and leverage technology tools, resources and best practices • Conduct and log weekly activity numbers in Salesforce • Maintain compliance with ALFS policies and procedures • Manage expenses and remain within allocated travel, entertainment and marketing budgets • Partner with the Internal Retirement Consultant and manage territory segmentation and rotations • Enter meeting notes and execute marketing campaigns • Manage email and voicemail communications • Develop product knowledge and financial planning acumen • Create and execute personalized events and campaigns to attract, grow and retain producers • Leverage advanced markets, practice management, FinTech, marketing, branding and social media resources • Conduct virtual and in-person advisor meetings • Schedule appointments and report on past and future calendars • Implement company programs

🎯 Requirements

• 2-5 years 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% • Legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future • Deep expertise on the Allianz product suite and annuity competitive landscape • Understanding of holistic financial planning, including its language and technology ecosystem • Ability to use Salesforce, technology tools, artificial intelligence tools and resources, and modeling solutions within different platforms

🏖️ Benefits

• Comprehensive medical, dental and vision plan options • Flexible spending and health savings accounts • Tuition reimbursement • Student loan retirement program • Generous annual paid leave • 401(k) company match • Life insurance • Onsite health center • Child development center • Fitness facility • Convenience store and two cafeterias • Employee Resource Groups • Variable compensation

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