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Employer Markets Wholesaler Senior

United States, Minneapolis 112500.00 - 125000.00 USD / Year · Job Posted April 26, 2025

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Job Description

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
  • Employee Resource Groups

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