Internal Retirement Consultant I/II - Minneapolis
Internal Retirement Consultant for Broker Dealer Distribution. The position of an IRC I/II is to increase sales of Allianz products through direct contact with financial advisors, lead generation, external wholesaler support and leveraging broker dealer relationships. Position is responsible for placing outgoing calls to increase the territory's sales goals. Calls will consist of prospecting and retention of producers, inbound calls will deal with product recommendations, sales support and closing sales.
Activity and Results:~crlf~1) Meet and exceed sales and activity performance benchmarks: Dials, Conversations, Leads, new producers, Retention sales.~crlf~2) Utilize each contact as an opportunity to gain a commitment from the advisor for business.~crlf~3) Utilize each contact as an opportunity to build relationships and understand how to provide value to the advisors.~crlf~4) Utilize database and other tracking methods to track advisor productions levels on current and proposed sales activity.~crlf~~crlf~Time Management:~crlf~1) Effective use of the day, inbound phone coverage.~crlf~2) Be responsive and proactive in contacting current and prospective advisors in order to retain and help grow their productions with Allianz.~crlf~~crlf~Territory Management:~crlf~1) Manage workload and external partner (s) relationships expectations to reach goals. ~crlf~2) Establish profile information, and qualify advisors business focus.~crlf~3) Leverage External wholesaling partnership and value by effectively communicating and coordination.~crlf~~crlf~Sales Effectiveness:~crlf~1) Abilty to be a professional inside sales person that advances the sales process.~crlf~2) Promote/sell Allianz products and solutions by way of a consultative sales approach which includes but is not limited to positioning: product features, value add systems, continuing education programs, sales illustrations, sub-account features, performance and strength of brand.~crlf~3) Work with advisors through various roadblocks that occur when writing and transacting business.~crlf~~crlf~~crlf~
Requirements:~crlf~- This individual will have Financial Services or Allianz Sales Desk experience.~crlf~- Completed HS Diploma -~crlf~- Four - year degree preferred~crlf~- Must be fully licensed - Series 6 or 7, Series 63 and MN Life insurance~crlf~~crlf~- Strong work ethic, sales ability and is coachable.~crlf~~crlf~Education/Licensing:~crlf~Required for IRC II:~crlf~- FS industry experience~crlf~- FINRA series 6 & 63, Life Insurance License~crlf~- HS Diploma (Preferred: Bachelor's Degree in finance, communication, economics or related field.~crlf~~crlf~Work experience:~crlf~- Minimum of 8 months on the Allianz ALFS Sales Desk or have held a similar or higher position in FS industry.~crlf~- Proven sales ability and results~crlf~- Preferred: 2-3 years of industry experience~crlf~~crlf~***For IRC I - must be willing to obtain FINRA licenses within 90 days of employment~crlf~
- Abilty to work during the hours of 7:00 am - 6:00 pm CST~crlf~- Comfortable with talking on the phone as their primary activity~crlf~- Ability to attend evening business functions~crlf~- Potential to travel on a limited basis~crlf~~crlf~~crlf~At Allianz, we foster a workplace where every person feels welcome, connected, and valued
Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 85 million private and corporate customers and more than 142,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.
Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.
Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.~crlf~~crlf~An equal opportunity employer.~crlf~~crlf~
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