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Internal Investment Consultant
We are currrently seeking an Internal Investment Consultant to help drive sales and build relationships with financial advisors within a geographic territory.
## 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. ~crlf~
## 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 ~crlf~
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.
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.
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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