BD Regional VP - Eastern Houston & Western Louisiana | Remote - Allianz - Minneapolis

Job description

Territory: Eastern Houston & Western Louisiana

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.

Offers “Allianz”

Job description