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Form of workAt Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.
What you do:
Expert Consultation: Offers expert consultation to our sales force, financial services professionals and our operations area regarding complex Advanced Markets topics, including but not limited to annuity and life insurance taxation, contract structures, retirement plans, estate and gift taxation.
Creation and Updating of Advanced Markets Materials: Acts as a subject matter expert and assists in the creation and delivery of compliant sales collateral for clients and financial services professionals including brochures and presentations, supporting Advanced Markets topics such as IRA's, qualified plans, trust strategies, and others accepted by the company. Strives to identify new sales strategies that will enhance use of our products. Must be able to handle multiple projects simultaneously.
Creation and Delivery of Training: Responsible for creation and delivery of training and education around complex Advanced Markets topics. Must work closely with our sales and operations training departments to schedule appropriate times to fit into training calendars.
Support for Product Development and Operations: Contributes to product development process by identifying opportunities outside our current offerings. Assists corporate legal and compliance as a subject matter expert when necessary. Analyzes processes to identify inconsistencies, errors and omissions in information disseminated throughout the enterprise including Operations on Advanced Markets tax and other topics. Works with department heads to correct information and rewrite business rules as needed.
What you bring:
Minimum experience:
- 6-7 years of experience required in Advanced Sales case consultation role or related area.
- Four-year degree required.
- Series 6 or 7 FINRA securities license required.
Preferred experience:
- 8-10 years of experience preferred in financial services industry in Advanced Sales case consultation role with point-of-sale experience.
- Advanced degree preferred; JD, CPA, MBA, CFP, ChFC or industry designation.
Job may require periods of stooping, bending, sitting or standing. Job may require attendance at evening or weekend business events and some travel.
#LI-BLS
41579 | Sales & Distribution | 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, health savings account, tuition reimbursement, student loan retirement plan, 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 welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.
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. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Join us. We care for tomorrow.
