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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Services sales, with a strong focus on achieving sales targets and building relationships with Registered Reps. Proficient in utilizing technology tools, including Salesforce and artificial intelligence resources, to enhance marketing efforts and support business growth.
Highest-signal resume keywords
Proven Sales AbilityFINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance LicenseExcellent Communication 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
Sales Target AchievementMarket Share GrowthTerritory ManagementFinancial Planning ExpertiseExpense Management
Soft Skills
Time ManagementRelationship BuildingPresentation Skills
Tools & Technologies
SalesforceArtificial Intelligence ToolsMarketing Campaign Management
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 63 LicenseState Life/Annuity Insurance License
Industry Keywords
Financial ServicesAnnuity CompetitionComplianceProducer RetentionHolistic Financial Planning
About the role
Key responsibilities & impact- Promote Allianz products and services to Registered Reps within a specific territory
- Develop and maintain solid business relationships
- Achieve territory sales targets and market share
- Meet producer goals, including retention, maintaining production levels, and winning back new producers
- 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 expenses and stay within allocated T&E and Marketing Support budgets
- Partner with the Internal Retirement Consultant
- Manage 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
- Provide value-added support through Advanced Markets, Practice Management, FinTech, Marketing and Branding
- 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- 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
- Award-winning campus amenities
- Onsite health center
- Child development center
- Fitness facility
- Convenience store
- Two cafeterias
- Employee Resource Groups
- Inclusive, engaged culture