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The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling Allianz's Lifetime Income + product will be effected through direct contact (in person, phone and video conferencing) with Independent ERISA Advisory financial advisors. This will be further accomplished by building relationships with Independent ERISA Advisors, 'non-producing' Allianz financial advisors, Asset Management and other strategic selling partners to distribute our products. The individual will work with business partners including Internal Retirement Consultants, Sales Supervision, and Sales Enablement. Additionally, the candidate maintains a well-honed and current DCIO knowledge base and experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals.
Job Responsibility:
Increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory
Selling Allianz's Lifetime Income + product through direct contact (in person, phone and video conferencing) with Independent ERISA Advisory financial advisors
Building relationships with Independent ERISA Advisors, 'non-producing' Allianz financial advisors, Asset Management and other strategic selling partners to distribute our products
Work with business partners including Internal Retirement Consultants, Sales Supervision, and Sales Enablement
Maintain a well-honed and current DCIO knowledge base and experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals
Requirements:
4-5 years of experience of ERISA Advisory/Defined Contribution Investment Only experience required
Proven sales ability and results
Excellent presentation and public speaking skills
Bachelor’s degree in Finance, Economics or related field or equivalent work experience
FINRA Series 6 & 63 and Life Insurance licenses required
Ability to manage extensive travel (up to 50% of time will be traveling within the territory)
Comfortable with talking on the phone and presenting on video calls
Nice to have:
Emerging Technologies
What we offer:
Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
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