BD Regional VP

Allianz

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

Posted 10/21/2026full-timeRemote • Minnesota • United StatesLead💰 $58,500 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in promoting financial products and services, achieving sales targets, and maintaining strong business relationships. Proficient in utilizing technology tools and managing marketing campaigns to enhance producer engagement and retention.

Highest-signal resume keywords

Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Target AchievementMarket Share GoalsSalesforce ProficiencyExpense ManagementMarketing Campaign ExecutionFinancial Planning ExpertiseAnnuity Competition KnowledgeHolistic Financial PlanningEvent PlanningArtificial Intelligence Utilization

Soft Skills

Excellent Communication SkillsPresentation SkillsExceptional Time ManagementRelationship BuildingAdaptability

Tools & Technologies

SalesforceEmail Communication ToolsVoicemail Communication ToolsMarketing Automation ToolsGenerative AI Tools

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License

Industry Keywords

Financial ServicesSales PhilosophyProducer GoalsCompliancePractice ManagementFinTechBranding ResourcesTerritory SegmentationRetention StrategiesTravel Management

About the role

Key responsibilities & impact

Promote Allianz products and services to Registered Representatives within the assigned territory
Develop and maintain solid business relationships while adhering to Allianz’s sales philosophy
Achieve territory sales targets and market share goals
Meet or exceed producer goals, focusing on retention, production-level producers, and new producers/winbacks
Promote and leverage technology tools and integrate best practices
Conduct and log weekly activity numbers in Salesforce
Remain compliant with ALFS policies and procedures
Manage expenses and stay within allocated travel, entertainment, and marketing support budgets
Partner with the Internal Retirement Consultant
Maintain territory segmentation, zones/rotations, meeting notes, and communications
Execute marketing campaigns and manage email and voicemail communications
Develop expertise in Allianz products, annuity competition, holistic financial planning, and related technology ecosystems
Provide non-product value through advanced markets, practice management, FinTech, marketing, and branding resources
Create and execute personalized events and campaigns to attract, grow, and retain producers
Utilize artificial intelligence tools and resources, including generative AI

Requirements

What you’ll need

2–5 years of proven sales ability within the Financial Services industry
Current FINRA Series 6 and 63 licenses
Current State Life/Annuity Insurance license
Excellent communication and presentation skills
Exceptional time management skills
Willingness to travel up to 80%
Scheduling of appointments and reporting of 7-day past and 21-day out calendar
One-on-one meetings with advisors
Implementation of company programs
Day-to-day travel and entertainment expenses
Legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future

Benefits

Comp & perks

Choice of 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
Discounted campus amenities
Onsite health center
Child development center
Fitness facility
Convenience store
Two cafeterias
Employee Resource Groups
Variable compensation in addition to base salary