BD Regional VP

Allianz

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

Posted 11/4/2026full-timeRemote • United StatesLead💰 $58,500 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Allianz products and annuity competitive landscape while effectively promoting financial services to Registered Reps. Proven ability to achieve sales targets through relationship building, strategic marketing campaigns, and leveraging technology tools.

Highest-signal resume keywords

Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyFinancial PlanningMarket AnalysisSales Target AchievementCompliance Management

Soft Skills

Excellent CommunicationPresentation SkillsTime ManagementRelationship Building

Tools & Technologies

SalesforceSocial MediaArtificial Intelligence ToolsMarketing Campaign Management

Certifications & Qualifications

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

Industry Keywords

Financial ServicesAnnuity Competitive LandscapeHolistic Financial PlanningAdvanced MarketsPractice Management

About the role

Key responsibilities & impact

Promote Allianz products and services to Registered Reps within the assigned territory
Develop and maintain solid business relationships while adhering to the Allianz sales philosophy
Achieve territory sales targets and market share established by the District Director
Meet or exceed producer goals, focusing on retention, production-level producers and new producers/winbacks
Promote and leverage technology tools, resources and best practices
Conduct and log weekly activity numbers in Salesforce
Maintain compliance with ALFS policies and procedures
Manage company resources and submit expenses within allocated T&E and Marketing Support budgets
Partner with the Internal Retirement Consultant
Maintain zones, rotations and territory segmentation
Enter meeting notes for completed meetings
Execute marketing campaigns and manage email and voicemail communications
Develop expertise in Allianz products and complementary portfolio solutions
Understand the annuity competitive landscape and communicate a simple, repeatable product story
Build a non-product value proposition for financial advisors through Advanced Markets, Practice Management, FinTech, Marketing and Branding
Create and execute personalized events and campaigns to attract, grow and retain producers
Use virtual and in-person meetings, social media and artificial intelligence tools

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
Must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future
Expertise in the Allianz product suite and annuity competitive landscape
Understanding of holistic financial planning, language and technology ecosystem
Ability to use Salesforce, technology tools, social media, modeling solutions and generative AI resources

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
Inclusive, engaged workplace culture