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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 with industry regulations. Proficient in leveraging technology tools and developing strong business relationships to drive producer retention and growth.
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 StrategyFinancial PlanningMarket AnalysisCampaign ExecutionTerritory Management
Soft Skills
Excellent CommunicationTime ManagementPresentation Skills
Tools & Technologies
SalesforceFinTech ToolsSocial MediaArtificial Intelligence
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuitiesSales PhilosophyProducer GoalsCompliance
About the role
Key responsibilities & impact- Promote Allianz products and services to Registered Reps within Northern Indiana
- Develop and maintain solid business relationships while adhering to Allianz’s sales philosophy
- Achieve territory sales targets and market share established by the District Director
- Meet or exceed producer goals, focusing on retention, production, new producers and MIA winbacks
- 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 company resources and submit expenses within allocated 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 and holistic financial planning
- Create and execute personalized events and campaigns to attract, grow and retain producers
- Leverage advanced markets, practice management, FinTech, 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
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
