BD Regional VP – Central & Northern New Jersey, Eastern Pennsylvania (Banks, wire channels)

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

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

• Cultivate and sustain business relationships while adhering to the Allianz sales principles.

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

• Achieve or exceed producer objectives, emphasizing retention, production levels, new producer acquisition, and MIA winbacks.

• Promote and utilize technology tools, resources, and best practices effectively.

• Record and track weekly activity metrics in Salesforce.

• Ensure compliance with ALFS policies and procedures.

• Manage expenses, remaining within the allocated budgets for travel, entertainment, and marketing.

• Collaborate with the Internal Retirement Consultant.

• Maintain territory segmentation, zones, rotations, and documentation of meeting notes.

• Implement marketing campaigns and oversee email and voicemail communications.

• Acquire in-depth knowledge of Allianz products, annuities, competitive offerings, and comprehensive financial planning.

• Develop non-product value propositions for financial advisors through advanced markets, practice management, FinTech, marketing, and branding resources.

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

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

⛳️ Requirements

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

• Valid 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%.

• Scheduling of appointments and reporting of the 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 have legal authorization to work in the U.S. without the need for immigration sponsorship now or in the future.

• Profound knowledge of the Allianz product suite and the competitive landscape of annuities.

• Understanding of holistic financial planning, industry language, and technology ecosystem.

• Familiarity with Salesforce, technology tools, artificial intelligence applications, and generative AI.

🏝️ Benefits

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

• Flexible spending and health savings accounts.

• Tuition reimbursement program.

• Student loan retirement initiative.

• Generous annual paid leave policy.

• 401(k) company matching contributions.

• Life insurance coverage.

• Discounted onsite amenities.

• Onsite health center access.

• Child development center services.

• Fitness facility availability.

• Convenience store on premises.

• Two cafeteria options.

• Employee Resource Groups.

• Commitment to an inclusive workplace culture.

• Variable compensation in addition to base salary.