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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 maintaining compliance within the Financial Services industry. Proficient in utilizing technology tools and resources to enhance business relationships and execute effective marketing campaigns.
Highest-signal resume keywords
Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseSalesforce Proficiency
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 AchievementFinancial Planning ExpertiseMarket SegmentationExpense ManagementEvent PlanningMarketing Campaign ExecutionProducer Retention StrategiesTechnology UtilizationCompliance AdherenceTime Management
Soft Skills
Excellent Communication SkillsPresentation SkillsRelationship BuildingTime ManagementOrganizational Skills
Tools & Technologies
SalesforceArtificial Intelligence ToolsGenerative AIMarketing ResourcesFinTech Solutions
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuitiesHolistic Financial PlanningSales PhilosophyProducer Goals
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, including retention, maintaining production levels of 500k+ producers, and new producer/winback activity
- Promote and leverage technology tools, resources, and 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, and meeting notes
- Execute marketing campaigns and manage email and voicemail communications
- Develop expertise in Allianz products, annuity competition, holistic financial planning, and related technology
- 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
- 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
- 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
- Onsite health center
- Child development center
- Fitness facility
- Convenience store and two cafeterias
- Employee Resource Groups
- Variable compensation based on assigned territory and individual sales performance
- Discounted campus amenities