Advanced Markets Director | Flex

Job description

You will be responsible for the development and delivery of sophisticated Advanced Markets programs. You will provide complex advanced planning support to our distribution partners, focusing on the use of annuity products in retirement planning, estate planning, financial planning, tax planning, and general tax/legal issues. You will stay current on industry Advanced Markets concepts, including Social Security and Medicare as well as conduct technical analysis of new advanced planning ideas/positioning. This position also involves an in-depth analysis of potential topics for future Advanced Markets programs, with technical tax and legal research as needed. You will also create cutting-edge presentations and related marketing collateral on the latest Advanced Markets topics, utilizing in-depth product and concept knowledge alongside advanced planning software. This role demands expert casework assistance and the creation of written marketing/sales concept materials.

Outstanding communication, presentation, and training skills are essential. Your ability to connect technical advanced tax and legal concepts to the sales process ensuring Financial Professionals understand how the information can be applied to client retirement needs is critical. You will be responsible for presenting to our distribution partners or internally on a variety of advanced planning topics through webinars or in-person presentations. Extensive travel is required. You will report to the Advanced Markets Senior Director.

What you do:

• Deliver presentations at the highest professional level to advisors: Present Advanced Markets topics (and other value-added programs) at a variety of venues including RC/Wholesaler meetings, Broker-Dealer conferences, client seminars etc. Present in person and virtually.
• Create cutting edge presentations and related marketing collateral: Responsible for program content development including the PowerPoint presentations, marketing materials, and value-add promotional items related to the topic. Work with Ad Review to meet corporate standards. Updates and enhances the program(s) to maintain them as Advanced Markets offerings.
• Research and recommend new Advanced Market topics for field programs: Keep current on Advanced Markets issues and industry concepts.
• Be an ambassador and liaison between Distribution, External Business partners and Marketing.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring:

• 10 or more years' experience required: Experience in Financial Services and Advanced Markets with strong public speaking skills.
• Four-year degree required
• Advanced degree preferred: J.D., CPA, MBA, CFP, CLU, or ChFC
• Ability to travel up to 80% of the time
• 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.

Base Salary Range $117,000 - $196,000

Actual base salary may vary based upon factors such as relevant experience, qualifications, internal equity of peers, and geographic location. In addition to base salary, this position is eligible for an annual incentive program. 

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, 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. 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.

77027 | Operations | Management | Allianz US Life | Full-Time | Permanent

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 race, ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations.

Join us. Let's care for tomorrow.