ETF Wholesaler Senior - Mountain Region | Remote at Allianz Insurance

Saint Louis Park, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Apr, 26

Salary

0.0

Posted On

17 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Management, ETFs, Capital Markets, Portfolio Construction, Client Centric, Business Development, Coaching, Mentoring, Presentation Skills, Public Speaking, Time Management, Territory Management, Artificial Intelligence, Consultative Approach, Investment Strategies

Industry

Financial Services

Description

Hiring Manager: Paul Cahill Recruiter: Rachel Steele (Rachel.Steele@allianzlife.com) | Please email me directly if you have applied for this position with a current copy of your resume Pay Band: S2 Employee Referral Information: Employee Referrals should be sent via E-mail to the recruiter who is responsible for filling the position. Make sure to include the job title, job ID, and the referral's resume. Referrals must be position-specific or no referral award will be given. Internal Background Check Information: Allianz Life requires a criminal background check, credit check, and/or social media check as needed for all positions requiring securities registrations, officer level and above positions, and positions included in the Allianz Group Fit and Proper Policy. The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with business partners including, Internal ETF Consultants, sales management, and sales enablement. A portion of their time will be focused on coaching and mentoring of the ETF Wholesalers and new employees. What you do: Sales and relationship management: Develop, retain and grow long term relationships with financial advisors. Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling. Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies. Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs. Respond to advisor inquiries regarding ETF features and performance. Time and Territory Management: Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities. Mentorship, Coaching and Development: Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations. Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months. Utilization of artificial intelligence tools and resources (e.g. generative AI). Territory: AZ, CO, ID, MT, NE, NM, NV, UT, WY What you bring: 8-10 years of experience required; Sales experience in asset management and ETFs. Proven sales ability and results. Excellent presentation and public speaking skills. Four-year degree required or equivalent work experience. Series 7 license Ability to manage extensive travel (up to 65% of time will be traveling within the territory). Evening and weekend business functions. Comfortable with talking on the phone and presenting on video calls in person. You 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. 89715 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

Responsibilities

The ETF Wholesaler Senior is responsible for driving sales and market penetration for AllianzIM Defined Outcome ETFs within their assigned territory. This includes developing relationships with financial advisors, executing sales targets, and mentoring new employees.