BD Regional VP

This is a fully remote position, open to applicants in Colorado, +4 more states.

📋 Description

• Advocate for Allianz products and services among Registered Representatives in the designated territory.

• Cultivate and sustain business relationships in alignment with the Allianz sales philosophy.

• Meet and exceed sales targets and market share objectives for the territory.

• Achieve or surpass producer goals, which include producer retention, managing over 500k producers, and onboarding new producers/winbacks.

• Promote and utilize technology tools and best practices effectively.

• Record and document weekly activity metrics in Salesforce.

• Ensure compliance with ALFS policies and procedures.

• Oversee expenses and operate within the allocated travel and entertainment, as well as marketing support budgets.

• Collaborate with the Internal Retirement Consultant.

• Maintain organized territory segmentation, zones/rotations, meeting notes, communications, and marketing campaigns.

• Acquire in-depth knowledge of Allianz products, annuity competition, holistic financial planning, Social Security or Medicare, practice management, FinTech modeling solutions, and marketing/branding.

• Design and implement tailored events and campaigns to attract, grow, and retain producers.

• Utilize artificial intelligence tools and resources to enhance performance.

⛳️ Requirements

• 2-5 years of demonstrated sales success in the Financial Services sector.

• Active FINRA Series 6 and 63 licenses.

• Current State Life/Annuity Insurance license.

• Strong communication and presentation abilities.

• Outstanding time management skills.

• Willingness to travel up to 80%.

• Ability to schedule appointments and report on the 7-day past and 21-day future calendar.

• Conduct one-on-one meetings with advisors.

• Implement company initiatives effectively.

• Manage daily travel and entertainment expenses.

• Must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future.

🏝️ Benefits

• Comprehensive options for medical, dental, and vision plans.

• Flexible spending and health savings accounts available.

• Tuition reimbursement for further education.

• Student loan retirement program to assist employees.

• Generous annual paid time off.

• 401(k) with company matching contributions.

• Life insurance coverage provided.

• Access to an award-winning campus with discounted amenities.

• Onsite health center for employee convenience.

• Child development center available for employees' children.

• Fitness facility to promote health and wellness.

• Convenience store on campus for everyday needs.

• Two cafeterias offering various dining options.

• Employee Resource Groups for community support.

• Variable compensation based on performance.