Advanced Markets Consultant/ Senior | Hybrid at Allianz Global Corporate & Specialty SE

Saint Louis Park, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Feb, 26

Salary

163000.0

Posted On

03 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Annuity Taxation, Retirement Planning, Estate Planning, Trusts, Sales Training, Marketing Content Creation, Client Consultation, Product Development, Compliance, Artificial Intelligence, Generative AI, Financial Services, Contract Structures, General Tax Rules, Advanced Markets Strategies, Continuing Education

Industry

Financial Services

Description

Provides expert consultation to Allianz distribution partners and Financial Professionals. Focuses on annuity taxation, general tax rules, contract structures, retirement planning, trusts and estate planning. Assists in the creation of marketing content, sales training and the development of new markets. Day to day responsibilities include assisting with client cases received by phone or email while also supporting other areas of the enterprise in implementing appropriate Annuity Advanced Markets strategies. This position also requires the delivery of Annuity Advanced Markets and Continuing Education content virtually or in person which may require travel. What you do: Expert Consultation: Provides expertise to our distribution partners, operations and financial professionals via phone, webinar or in-person. Focuses on complex Annuity Advanced Markets topics including annuity taxation, contract structure, retirement planning, estate and gift taxation. Creation and Updating of Advanced Markets Content: Acts as a subject matter expert in developing content for clients / financial professionals including IRA's, qualified plans and trust strategies. Strives to identify new sales opportunities that will complement our products. Must be able to manage multiple priorities simultaneously. Creation and Delivery of Advanced Markets Training: Responsible for creating and delivering training / education on complex Annuity Advanced Markets topics. Support for Product Development and Operations: Contributes to product development process by identifying opportunities. Assists corporate legal and compliance as a subject matter expert when necessary. Analyzes processes to identify inconsistencies, errors and omissions in information. Utilization of artificial intelligence and tools (e.g. generative AI). What you bring: 6-7 years of experience required in Financial Services/Advanced Markets Four-year degree required FINRA Series 6, 7, 63 and Life or willing to obtain within six months Ability to travel Candidates must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas Job Posting Range: $107,000 - $163,000 Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth. 83693 | Operations | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent What we offer: At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a 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, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer. For additional information regarding What It’s Like To Work Here | Allianz Life. Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations Join us. Let's care for tomorrow. #LI-BLS

Responsibilities

The Advanced Markets Consultant provides expert consultation to distribution partners and financial professionals, focusing on complex topics such as annuity taxation and retirement planning. Responsibilities include creating marketing content, delivering training, and supporting product development and operations.