Retirement Consultant - Fort Worth Area

Allianz Life
  • Job Purpose/ Role

    To promote Allianz products and services to Registered Reps within a specific territory, while developing and maintaining solid business relationships and adhering to the Allianz sales philosophy.

  • Key Responsibilities

    Sales~crlf~- Attain sales goal as articulated by your supervisor~crlf~- Attain a market share (as determined by IXI) in your territory consistent with Allianz goals~crlf~- Maintain appointment activities of at least 80% in our tier 1, tier 2 and tier 3 broker/dealers~crlf~- Participate in targeted marketing campaigns~crlf~- Conduct regular CE workshops in your territory~crlf~~crlf~Administration and Territory Management ~crlf~- Update TeamPoint/SalesForce/MobilePoint weekly~crlf~- Prepare business plans as articulated by your supervisor~crlf~- Review business plans with District Director on a regular basis~crlf~- Act in compliance with FINRA, Insurance industry and Allianz policies and procedures~crlf~- Submit expenses for reimbursement on a timely basis consistent with Allianz expense policies~crlf~~crlf~Communication~crlf~- Report to District Director daily~crlf~- Communicate trends and issues related to competition and our products to management.~crlf~- Participation in the weekly Hours of Power and other home-office training sessions

  • Key Requirements/ Skills

    - 2 - 5 years of proven sales ability within the Financial Services industry~crlf~- Current FINRA Series 6 and 63 licenses~crlf~- Current State Life/Health/Annuity Insurance license~crlf~- Excellent communication and presentation skills~crlf~- Exceptional time management skills~crlf~- Travel - Up to 80%~crlf~~crlf~- Scheduling of Appointments and reporting of 7-day past and 21-day out calendar~crlf~- One-on-one meetings with Reps~crlf~- Implementation of Company programs~crlf~- Overcoming objections~crlf~- Day to day travel and entertainment expenses

  • Additional Information

    Territory - Fort Worth territory~crlf~~crlf~At Allianz, we foster a workplace where every person feels welcome, connected, and valued.

  • 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.

    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~

Job Purpose/ Role

To promote Allianz products and services to Registered Reps within a specific territory, while developing and maintaining solid business relationships and adhering to the Allianz sales philosophy.

Key Responsibilities

Sales~crlf~- Attain sales goal as articulated by your supervisor~crlf~- Attain a market share (as determined by IXI) in your territory consistent with Allianz goals~crlf~- Maintain appointment activities of at least 80% in our tier 1, tier 2 and tier 3 broker/dealers~crlf~- Participate in targeted marketing campaigns~crlf~- Conduct regular CE workshops in your territory~crlf~~crlf~Administration and Territory Management ~crlf~- Update TeamPoint/SalesForce/MobilePoint weekly~crlf~- Prepare business plans as articulated by your supervisor~crlf~- Review business plans with District Director on a regular basis~crlf~- Act in compliance with FINRA, Insurance industry and Allianz policies and procedures~crlf~- Submit expenses for reimbursement on a timely basis consistent with Allianz expense policies~crlf~~crlf~Communication~crlf~- Report to District Director daily~crlf~- Communicate trends and issues related to competition and our products to management.~crlf~- Participation in the weekly Hours of Power and other home-office training sessions

Key Requirements/ Skills

- 2 - 5 years of proven sales ability within the Financial Services industry~crlf~- Current FINRA Series 6 and 63 licenses~crlf~- Current State Life/Health/Annuity Insurance license~crlf~- Excellent communication and presentation skills~crlf~- Exceptional time management skills~crlf~- Travel - Up to 80%~crlf~~crlf~- Scheduling of Appointments and reporting of 7-day past and 21-day out calendar~crlf~- One-on-one meetings with Reps~crlf~- Implementation of Company programs~crlf~- Overcoming objections~crlf~- Day to day travel and entertainment expenses

Additional Information

Territory - Fort Worth territory~crlf~~crlf~At Allianz, we foster a workplace where every person feels welcome, connected, and valued.

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.

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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We build on work time models that give 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.
Access our digital learning programs anytime, anywhere and just as you need them. 
Join a truly global company and explore our international environment.
We care about your health and support you to stay fit and healthy.
Your results will be recognized with attractive rewards.
Thibaut, Allianz Germany


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