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Allianz

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

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

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Allianz products and annuities, with a strong focus on achieving sales targets and building relationships within the Financial Services industry. Proficient in utilizing Salesforce and technology tools to enhance communication and marketing efforts.

Highest-signal resume keywords
Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseExpertise in Allianz Product Suite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales StrategyHolistic Financial PlanningMarket Share AnalysisRetention StrategiesExpense Management
Soft Skills
Excellent Communication SkillsExceptional Time ManagementRelationship Building
Tools & Technologies
SalesforceArtificial Intelligence ToolsFinTech ResourcesMarketing Campaign Management
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuitiesComplianceProducer GoalsMarketing Strategies

About the role

Key responsibilities & impact
  • Promote Allianz products and services to Registered Reps within the assigned territory
  • Develop and maintain 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 levels, new producers, and MIA 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 expenses and stay within allocated travel, entertainment, and marketing budgets
  • Partner with the Internal Retirement Consultant
  • Maintain territory segmentation, zones, rotations, and meeting notes
  • Execute marketing campaigns and manage email and voicemail communications
  • Develop expertise in Allianz products, annuities, competitive offerings, and holistic financial planning
  • Build non-product value propositions for financial advisors through advanced markets, practice management, FinTech, marketing, and branding resources
  • Create and execute personalized events and campaigns to attract, grow, and retain producers
  • Leverage 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
  • 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
  • Deep expertise in the Allianz product suite and annuity competitive landscape
  • Understanding of holistic financial planning, language, and technology ecosystem
  • Familiarity with Salesforce, technology tools, artificial intelligence tools, and generative AI

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 onsite amenities
  • Onsite health center
  • Child development center
  • Fitness facility
  • Convenience store
  • Two cafeterias
  • Employee Resource Groups
  • Inclusive workplace culture
  • Variable compensation in addition to base salary