BD Regional VP – Western Connecticut/Westchester County New York

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

📋 Description

• Promote Allianz products and services to Registered Representatives in Western Connecticut and Westchester County, New York.

• Build and nurture business relationships with financial advisors and producers.

• Meet territory sales objectives and achieve market share targets.

• Fulfill producer goals related to retention, production levels, onboarding new producers, and winbacks.

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

• Track and document weekly activity metrics in Salesforce.

• Ensure compliance with ALFS policies and procedures.

• Manage expenses while adhering to allocated budgets for travel, entertainment, and marketing.

• Collaborate with the Internal Retirement Consultant and oversee territory segmentation and rotations.

• Record meeting notes and implement marketing campaigns.

• Handle email and voicemail communications efficiently.

• Enhance product knowledge and financial planning expertise.

• Design and implement customized events and campaigns aimed at attracting, growing, and retaining producers.

• Utilize advanced markets, practice management, FinTech, marketing, branding, and social media resources.

• Conduct virtual and in-person meetings with advisors.

• Schedule appointments and maintain reports on past and upcoming calendars.

• Execute company programs effectively.

⛳️ 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.

• Outstanding communication and presentation abilities.

• Exceptional time management skills.

• Willingness to travel up to 80%.

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

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

• Familiarity with holistic financial planning, including its language and technology framework.

• Proficiency in using Salesforce, technology tools, artificial intelligence resources, and modeling solutions across various platforms.

🏝️ Benefits

• Comprehensive medical, dental, and vision plan options.

• Flexible spending and health savings accounts.

• Tuition reimbursement.

• Student loan retirement program.

• Generous annual paid leave.

• 401(k) company match.

• Life insurance.

• Onsite health center.

• Child development center.

• Fitness facility.

• Convenience store and two cafeterias.

• Employee Resource Groups.

• Variable compensation.