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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in promoting financial products and services, achieving sales targets, and building strong relationships with financial advisors. Proficient in utilizing technology tools and maintaining compliance within the Financial Services industry.
Highest-signal resume keywords
Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseFinancial Services Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementProducer RetentionMarket Share GoalsFinancial Planning ExpertiseExpense Management
Soft Skills
Excellent Communication SkillsExceptional Time Management Skills
Tools & Technologies
SalesforceArtificial Intelligence Tools
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuity CompetitionHolistic Financial PlanningComplianceMarketing Campaigns
About the role
Key responsibilities & impact- Promote Allianz products and services to Registered Representatives within the assigned territory
- Develop and maintain business relationships while adhering to Allianz’s sales philosophy
- Achieve territory sales targets and market share goals
- Meet or exceed producer goals, including producer retention, maintaining 500k+ producers, and new producer/winback activity
- 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 budgets
- Partner with the Internal Retirement Consultant
- Maintain territory segmentation, zones, rotations, meeting notes, and communications
- Execute marketing campaigns and personalized events
- Develop expertise in Allianz products, annuity competition, and holistic financial planning
- Provide value-added support in advanced markets, practice management, FinTech, marketing, and branding
- Build, nurture, and retain financial advisor relationships
- Utilize artificial intelligence tools and resources
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
- Ability 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
Benefits
Comp & perks- 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