BD Regional VP

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

📋 Description

• Promote Allianz products and services to Registered Representatives within the designated territory.

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

• Meet or surpass territory sales goals and market share objectives set by the District Director.

• Achieve producer targets, focusing on retention, high-performing producers, and the acquisition of new producers/winbacks.

• Advocate for and utilize technology tools, resources, and best practices.

• Record and track weekly activity metrics in Salesforce.

• Ensure compliance with ALFS policies and procedures.

• Manage company resources effectively and submit expenses within the allocated Travel & Entertainment and Marketing Support budgets.

• Collaborate with the Internal Retirement Consultant.

• Maintain zones, rotations, and territory segmentation.

• Document meeting notes for all completed meetings.

• Implement marketing campaigns and oversee email and voicemail communications.

• Acquire in-depth knowledge of Allianz products and complementary portfolio solutions.

• Understand the annuity competitive landscape and communicate a clear, consistent product narrative.

• Develop a non-product value proposition for financial advisors through Advanced Markets, Practice Management, FinTech, Marketing, and Branding.

• Design and execute tailored events and campaigns aimed at attracting, growing, and retaining producers.

• Utilize both virtual and in-person meetings, social media, and artificial intelligence tools.

⛳️ Requirements

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

• Valid FINRA Series 6 and 63 licenses.

• Current State Life/Annuity Insurance license.

• Strong communication and presentation abilities.

• Exceptional skills in time management.

• Willingness to travel up to 80% of the time.

• Schedule appointments and report on a 7-day past and 21-day future calendar.

• Conduct one-on-one meetings with advisors.

• Implement company programs effectively.

• Manage day-to-day travel and entertainment expenses.

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

• Proficiency in the Allianz product suite and understanding of the annuity competitive landscape.

• Knowledge of holistic financial planning, relevant terminology, and the technology ecosystem.

• Capability to utilize Salesforce, technology tools, social media, modeling solutions, and generative AI resources.

🏝️ Benefits

• Choice of comprehensive medical, dental, and vision plan options.

• Flexible spending and health savings accounts.

• Tuition reimbursement program.

• Student loan repayment program.

• Generous annual paid leave policy.

• 401(k) company matching.

• Life insurance coverage.

• Discounts on campus amenities.

• Onsite health center.

• Child development center.

• Fitness facility.

• Convenience store on campus.

• Two cafeterias available for employees.

• Employee Resource Groups.

• An inclusive and engaging workplace culture.