FMO External Wholesaler/Senior External Wholesaler | Hybrid Schedule

Job description

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

 

 

What you do:

The role of the Field Marketing Organization (FMO) External Wholesaler is to establish and maintain productive relationships nationally with top 10% of independent financial advisors (FAs) to drive sales and attain sales targets. The primary focus of this role is regular engagement through meetings and virtual interactions to understand the FAs needs and sales practices to offer customized value-added solutions. Additionally, the FMO External Wholesaler develops and drives a targeted strategy to manage their assigned book of business and serves as a subject matter expert, influencing FAs on our products and services. You will report into the Sr. Divisional VP of FMO Distribution.

 

Wholesaling: Establish and maintain productive relationships nationally with top 10% of independent financial advisors (FAs). Engage with them through face-to-face and virtual interactions to understand their needs and sales practices to offer customized value-add solutions such as marketing support, client events, etc. Educate FAs on our products and services, highlighting features, benefits, and competitive advantages, allowing them to position Allianz products against competitors. Support them in effectively incorporating our products into their value proposition and sales process.

 

Account Management: Develop and maintain a targeted strategy to manage their assigned book of business. Plan and schedule sales visits, meetings, and events to optimize time and resources while driving maximum sales results. Leverage data to identify opportunities and measure the effectiveness of sales strategies. Collaborate with internal sales and others to align strategies, prioritize focus, address issues, and ensure seamless support for assigned FAs. Continuously research and analyze market trends and competitor activities to stay ahead of industry developments.

 

Presenting/Public Speaking: Serves as a subject matter expert, influencing FAs on our products and services. Develop, coordinate, and/or deliver compelling presentations, seminars, and workshops, with the aim of increasing product awareness and driving sales. Represent Allianz Life at client and industry conferences and events.

 

What you bring:

·  2+ years of experience required: Relevant work experience including financial services experience
·  High school diploma required
·  MN life producer license is required; ability to obtain FINRA Series 6, 7, 65 or 66 within 180 days of promotion/hire
·  Extensive travel is required and the job may require periods of bending, stooping, sitting or standing

 

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 and dental plan options, a generous time off plan and an outstanding 401(k) company match. 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 benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer.

 

 

58388 | Sales & Distribution | Professional | Non-Executive | 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 ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Join us. Let's care for tomorrow.   

Nearest Major Market: Minneapolis