BD Regional VP – Western Connecticut/Westchester County New York

Allianz

. Promote Allianz products and services to Registered Representatives within Western Connecticut and Westchester County, New York .

Posted 11/4/2026full-timeRemote • United StatesLead💰 $58,500 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales ability within the Financial Services industry, leveraging deep expertise in the Allianz product suite and holistic financial planning. Proficient in utilizing Salesforce and technology tools to enhance business relationships and achieve sales targets.

Highest-signal resume keywords

Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseHolistic Financial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales AbilityFinancial PlanningMarket Share GoalsRetention StrategiesProduct KnowledgeCompliance ManagementExpense ManagementMarketing Campaign ExecutionMeeting SchedulingActivity Logging

Soft Skills

Communication SkillsPresentation SkillsTime Management

Tools & Technologies

SalesforceTechnology ToolsArtificial Intelligence ToolsModeling Solutions

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License

Industry Keywords

Financial ServicesAllianz ProductsAnnuity Competitive LandscapePractice ManagementFinTechBrandingSocial Media Resources

About the role

Key responsibilities & impact

Promote Allianz products and services to Registered Representatives within Western Connecticut and Westchester County, New York
Develop and maintain business relationships with financial advisors and producers
Achieve territory sales targets and market share goals
Meet producer goals focused on retention, production levels, new producers and 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 remain within allocated travel, entertainment and marketing budgets
Partner with the Internal Retirement Consultant and manage territory segmentation and rotations
Enter meeting notes and execute marketing campaigns
Manage email and voicemail communications
Develop product knowledge and financial planning acumen
Create and execute personalized events and campaigns to attract, grow and retain producers
Leverage advanced markets, practice management, FinTech, marketing, branding and social media resources
Conduct virtual and in-person advisor meetings
Schedule appointments and report on past and future calendars
Implement company programs

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%
Legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future
Deep expertise on the Allianz product suite and annuity competitive landscape
Understanding of holistic financial planning, including its language and technology ecosystem
Ability to use Salesforce, technology tools, artificial intelligence tools and resources, and modeling solutions within different platforms

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