Internal Investment Consultant

Allianz Global Investors
  • Job Purpose/ Role

    The Internal Investment Consultant’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Internal Investment Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Internal Investment Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

  • Key Responsibilities

    • Provide product information and sales support to financial advisors ~crlf~• Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up ~crlf~• Partner with External Investment Consultant to develop sales ideas and strategies ~crlf~• Promote investment products to the brokerage community ~crlf~• Manage and build financial advisor relationships ~crlf~• Proactively follow up with clients and prospective clients in a timely manner ~crlf~• Maintain and manage CRM system ~crlf~• Occasional travel with wholesaler ~crlf~• Work closely with External Investment Consultant and members of Internal Sales

  • Key Requirements/ Skills

    • Bachelor’s degree ~crlf~• Series 7 and 66 licensed ~crlf~• Excellent verbal and written communication skills ~crlf~• Proficient in Microsoft Office Suite ~crlf~• Must possess strong inter-personal and organizational skills ~crlf~• Must demonstrate the ability to multi-task ~crlf~• Must be able and willing to work in a team oriented environment

  • Additional Information

    Allianz Global Investors is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, color, religion, age, gender, sexual orientation, veteran status, national origin or disability. Allianz Global Investors hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

  • About Allianz

    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 88 million private and corporate customers and more than 140,000 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.

    Allianz Global Investors is a leading active asset manager with over 770 investment professionals in 25 offices worldwide and managing EUR 535 billion in assets for individuals, families and institutions.

    Active is how we create and share value with clients. We believe in solving, not selling, adding value beyond pure economic gain. We invest long-term, drawing upon our broad and innovative investment expertise, and leveraging resources globally to ensure a superior client experience wherever they are based and whatever their investment needs.~crlf~Active is: Allianz Global Investors~crlf~~crlf~You are committed to creating value for our clients so that they can meet their financial objectives throughout their lives. You embrace a collegial culture based on strong values, take individual responsibility, and are dedicated to mastering challenging tasks. You aspire to make an impact in a diverse, international, technology-enabled and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you since,~crlf~Active is: Allianz Global Investors.~crlf~~crlf~

Job Purpose/ Role

The Internal Investment Consultant’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Internal Investment Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Internal Investment Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

Key Responsibilities

• Provide product information and sales support to financial advisors ~crlf~• Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up ~crlf~• Partner with External Investment Consultant to develop sales ideas and strategies ~crlf~• Promote investment products to the brokerage community ~crlf~• Manage and build financial advisor relationships ~crlf~• Proactively follow up with clients and prospective clients in a timely manner ~crlf~• Maintain and manage CRM system ~crlf~• Occasional travel with wholesaler ~crlf~• Work closely with External Investment Consultant and members of Internal Sales

Key Requirements/ Skills

• Bachelor’s degree ~crlf~• Series 7 and 66 licensed ~crlf~• Excellent verbal and written communication skills ~crlf~• Proficient in Microsoft Office Suite ~crlf~• Must possess strong inter-personal and organizational skills ~crlf~• Must demonstrate the ability to multi-task ~crlf~• Must be able and willing to work in a team oriented environment

Additional Information

Allianz Global Investors is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, color, religion, age, gender, sexual orientation, veteran status, national origin or disability. Allianz Global Investors hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

About Allianz

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 88 million private and corporate customers and more than 140,000 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.

Allianz Global Investors is a leading active asset manager with over 770 investment professionals in 25 offices worldwide and managing EUR 535 billion in assets for individuals, families and institutions.

Active is how we create and share value with clients. We believe in solving, not selling, adding value beyond pure economic gain. We invest long-term, drawing upon our broad and innovative investment expertise, and leveraging resources globally to ensure a superior client experience wherever they are based and whatever their investment needs.~crlf~Active is: Allianz Global Investors~crlf~~crlf~You are committed to creating value for our clients so that they can meet their financial objectives throughout their lives. You embrace a collegial culture based on strong values, take individual responsibility, and are dedicated to mastering challenging tasks. You aspire to make an impact in a diverse, international, technology-enabled and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you since,~crlf~Active is: Allianz Global Investors.~crlf~~crlf~


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Our way of working gives our employees flexibility in planning and arranging their work and leisure time.
You are encouraged to expand your skills and create a career across functions, countries and Allianz entities.
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Join a truly global company and explore our international environment.
Your performance will be recognized with attractive rewards.
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Allianz Global Investors is a leading active asset manager operating in 25 offices globally.