Retirement Consultant - Tampa/West Florida

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.

Territory: Tampa/West Florida

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

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

Base Salary Range $58,500 - $65,000

In addition to base salary, a portion of your total compensation is based on commissions. Actual commission earned is driven by assigned territory and individual sales performance.

You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.

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, health savings account, tuition reimbursement, student loan retirement plan, 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 welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

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. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Join us. We care for tomorrow.