Inbound/Internal Retirement Consultant I/II/III

Job description

Minneapolis, Minnesota
FunctionalArea

Sales
ContractType

Full Time
HierarchyLevel

Professional
Posting

55162998
JobID

C2EBDE1DCF031EE7B882AC24233F14E4
JOB PURPOSE/ROLE

KEY RESPONSIBILITIES

Activity and Results:
Meet and exceed sales and activity performance benchmarks: dials, conversations, leads, new producers, retention sales. Utilize each contact as an opportunity to gain a commitment from the advisor for business. Utilize each contact as an opportunity to build a relationship and understand how to provide value to the advisors business. Utilize database and other tracking methods to track advisor production levels on current and proposed sales activity.

Time Management:
Effective use of the day, inbound phone coverage. Be responsive and proactive in contacting current and prospective advisors in order to retain and help grow their production with Allianz.

Territory Management:
Manage workload and external partner(s) relationships expectations to reach goals. Establish profile information, and qualify advisors business focus. Leverage External Wholesaling partnership and value by effectively communicating and coordination. Strong understanding and utilization of zones, rotations, and reports for opportunity.

Sales Effectiveness:
Ability to be a professional inside sales person that advances the sales process. Promote/sell Allianz products and solutions by way of a consultative sales approach which includes but it not limited to positioning: product features, value add systems, continuing education programs, sales illustrations, sub-account features and performance, and strength of brand. Work with advisors through various roadblocks that occur when writing and transacting business. Strong understanding and utilization of Advanced Markets concepts, competitive intelligence and positioning of our investment options.

Sales Desk Resource & Interaction with Enterprise:
Resource for the entire department by identifying trends in both inbound and outbound capacities. Take on a leadership role for the Internal Wholesaler I and II’s by being a constant resource and providing leadership to the team. Demonstrate leadership behaviors: positive, solution-oriented, accountable, self -directed, exemplifies Allianz Life Core Values. Generate and communicate advisor activity and pertinent information to Management. Partner with External Sales Team and Operations to work together on service issues and MIA recovery. Communicate industry trends and competitor information to appropriate people. Communicate field reaction to product rollout marketing strategy and existing product marketing efforts. Embrace and demonstrate leadership with BD Sales Desk initiatives: SPIN Selling, Fugent, Contests, and the Dashboard.
KEY REQUIREMENTS/SKILLS/EXPERIENCE

Active FINRA Series 6 and 63 required for levels II/III; required or ability to obtain within 90 days for level I
Clean compliance record
Current state life Insurance license required for levels II/III; required or ability to obtain within 90 days for level I
2-3 years experience required in financial services
4-5 years experience preferred on a broker dealer sales desk, or held a higher level position in the industry
Proven sales ability and results
Actively pursuing a Sales Desk Management approved college degree or completion of a relevant industry designation such as CFP, ChFC, CLU, CFA, or CRPC
ADDITIONAL INFORMATION

REFERENCE CODE:

AZL-55162997-2


Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 85 million private and corporate customers and more than 142,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.


Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.


Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.

An equal opportunity employer.