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BD Regional VP – Central & Northern New Jersey, Eastern Pennsylvania, Banks, Wire Channels
Allianz. Promote Allianz products and services to Registered Representatives within Central and Northern New Jersey and Eastern Pennsylvania through banks and wire channels .
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 managing territory segmentation. Proficient in utilizing technology tools and maintaining compliance within the Financial Services industry.
Highest-signal resume keywords
Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceFinancial PlanningMarketing Campaign ExecutionExpense ManagementTerritory Management
Soft Skills
Time ManagementPresentation Skills
Tools & Technologies
Artificial Intelligence ToolsMarketing Resources
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuity CompetitionComplianceProducer GoalsMarket Share
About the role
Key responsibilities & impact- Promote Allianz products and services to Registered Representatives within Central and Northern New Jersey and Eastern Pennsylvania through banks and wire channels
- Achieve territory sales targets and market share goals
- Meet producer goals focused on retention, production, 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 T&E and Marketing Support budgets
- Partner with the Internal Retirement Consultant and manage territory segmentation
- Enter zones, rotations and meeting notes
- Execute marketing campaigns and manage email and voicemail communications
- Develop expertise in Allianz products, annuity competition and holistic financial planning
- Build non-product value propositions 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
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
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
- Inclusive, engaged culture