TruChoice Head of Strategic Accounts and Partnerships

Allianz Life

The Head of Strategic Accounts & Partner Development has the dual responsibility for the overall sales management, strategy, growth and operating results of the RIA channel and the strategic management of BD relationships. This role will leverage a deep understanding of varying RIA business models to design sales strategies that produce expected sales results and activity levels as defined by senior leadership. Builds consultative relationships and grows market share with top RIAs and key centers of influence. Advises the company on unmet needs in the marketplace to assist the company in its product development process. This role also has responsibility for leadership and overall growth in sales for BD accounts. Defines and executes strategies for business development firms and maintaining/strengthening existing distribution relationships in all BD distribution channels. This position is responsible for directing the coordination/alignment of these strategies with the efforts of TruChoice sales initiatives. This position is also accountable to champion TruChoice’s culture, brand and philosophy into daily activities. Creates a thriving, transparent, results oriented environment that demonstrates strong team performance, and a culture of accountability in support of TruChoice initiatives.

* RIA Sales Strategy Development and Execution: Leads overall strategic direction of RIA distribution to ensure current and long-term profitability and growth. Develops and implements strategies that focus on the expanding market share in the RIA channel. Develops, maximizes and strengthens relationships with key RIAs. Establishes and maintains key strategic relationships/partnerships with internal and external business partners.~crlf~* Strategic Account Leadership (strategy, business development/relationship management, account selection & business planning, value quantification, etc. for all BD distribution channels) as well as developing and implementing the overall distribution strategy for the broker dealer distribution with the objective of creating long-term profitable sales growth, increased market share and industry ranking of multiple Allianz product lines. This includes, but is not limited to, representing Allianz at executive management levels of client firms, and positioning Allianz corporate strategies/values. Coordination and collaboration with all TruChoice sales divisions on BD and RIA relationships and opportunities.~crlf~* Leadership: Embraces best practices that foster leadership effectiveness. Communicates with staff in a compelling manner and acts as a coach. Practices continued self-development.~crlf~

8-10 years’ experience required: Financial services experience; 11+ years’ experience preferred~crlf~Bachelor’s degree required; advanced degree preferred~crlf~Active Series 7 and 24 OR Series 6 and 26 required; Insurance license preferred~crlf~~crlf~~crlf~

At Allianz, we foster a workplace where every person feels welcome, connected and valued.~crlf~~crlf~TruChoice Financial Group (TruChoice), an Allianz Life wholesaling subsidiary, fosters a workplace where every person feels welcome. ~crlf~ ~crlf~We are a dynamic sales and marketing organization and one of the largest distributors of insurance products in the financial services industry. Designed to function as a foundation for the success of independent financial professionals, TruChoice leverages the resources that only a large company can provide, while offering the individualized service characteristic of a much smaller one. We are committed to remaining an industry thought leader and will continue to use our unmatched service model to allow financial professionals to focus on what matters most: helping clients achieve their financial goals.~crlf~~crlf~Why TruChoice?~crlf~TruChoice was founded to help others climb higher. Our team of talented, passionate employees serves as a welcoming basecamp of service, knowledge and experience to the financial professionals we serve. Sure, trekking higher can be done solo-style, but within community the strain of the climb is reduced through the help of others. That’s where the TruChoice team comes in. The dedicated members of our team come together to unleash a greater capacity to assist our customers in their ascent. ~crlf~ ~crlf~This principal of reducing the strain to enable a higher climb translates to our corporate culture too. Because we hire people who are dedicated to sharing the load with one another and we provide the quality training, support, and advancement opportunities you need to succeed. We offer generous benefits, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. With medical, dental, and retirement benefits covered from the first day you join our team, you will know from the start that your contributions are valued. Ready to take your career to another level? Let’s climb together!

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 100 million private and corporate customers and more than 147,000 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~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.

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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Estamos orgullosos de formar parte de la familia de las empresas del Grupo Allianz en América del Norte, al igual que de Allianz Global Investors y PIMCO (Pacific Investment Management Company LLC). (Inglés)
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