Sr Advanced Markets Consultant - Life - Minneapolis

Allianz Life

Sr Advanced Markets Consultant is responsible for expert advanced sales consultation and support to the Allianz internal sales and external channels of distribution. This position focuses primarily on life insurance, taxation, trusts and estate planning, executive compensation planning, business succession planning, and planned charitable giving strategies. Assists in creation of collateral, sales training and the development of new markets. Day to day responsibilities will include evaluation of client cases, consultation on recommendations regarding those cases, researching tax and legal issues related to advanced planning strategies, and supporting other areas of the enterprise in implementation of appropriate Advanced Markets strategies.

Expert Consultation: Offers expert consultation to our sales force, financial services professionals and our operations area regarding complex Advanced Markets topics, primarily focusing on life insurance taxation, trust and estate planning, executive compensation, and business succession solutions. ~crlf~~crlf~Creation and Updating of Advanced Markets Materials: Acts as a subject matter expert and assists in the creation and delivery of compliant sales collateral for clients and financial services professionals including brochures and presentations, supporting Advanced Markets topics such as executive bonus plan, split dollar, trust strategies, and others accepted by the company. Strives to identify new sales strategies that will enhance use of our products. Must be able to handle multiple projects simultaneously.~crlf~~crlf~Creation and Delivery of Training: Responsible for creation and delivery of training and education around complex Advanced Markets topics. Must work closely with our sales and operations training departments to schedule appropriate times to fit into training calendars.~crlf~~crlf~Support for Product Development and Operations: Contributes to product development process by identifying opportunities outside our current offerings. Assists corporate legal and compliance as a subject matter expert when necessary. Analyzes processes to identify inconsistencies, errors and omissions in information disseminated throughout the enterprise including Operations on Advanced Markets tax and other topics. Works with department heads to correct information and rewrite business rules as needed.~crlf~~crlf~Research: Conduct research on various industry segments, current trends, primary concerns of business owners in those industries, etc. to develop target marketing material. ~crlf~~crlf~External Presentations: Conduct in-person and/or virtual presentations on advanced marketing topics to financial service professionals. ~crlf~~crlf~

Minimum Requirements:~crlf~– 6-7 years experience required: Experience in financial services/Insurance industry in Advanced Sales and/or the Advisory channel~crlf~– Four-year degree required~crlf~– Series 6 or 7 securities license required~crlf~~crlf~Preferred:~crlf~– 8-10 years experience preferred: Experience in financial services industry in Advanced Sales case consultation role with point-of-sale experience~crlf~– Advanced degree preferred: J.D., CPA, MBA, CFP, ChFC, or other industry designations strongly preferred~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~

Job may require periods of bending, stooping, sitting or standing.~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 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~


Vous avez trouvé l’offre idéale? Il faut donc préparer votre candidature! Voici quelques conseils.

Entraînez-vous à votre entretien, grâce à l'Assistant Google. L'outil vous permet d'obtenir des informations sur Allianz, utiles pour la préparation de votre entretien, comme:

  • des détails sur le processus de recrutement 
  • des données chiffrées sur Allianz 
  • des informations sur notre culture

Comment cela fonctionne? Dites à votre Assistant Google, ou à votre Google Home "Hey Google, I want to talk to Allianz Careers."  (service disponible uniquement en anglais).

 

Créez votre compte sur notre site, afin de pouvoir postuler en ligne. Vous recevrez en retour un e-mail de confirmation avec vos identifiants pour vous connecter. Remplissez ensuite le formulaire de candidature en ligne. Il est également possible de télécharger les informations de votre profil Xing . Retrouvez les informations relatives à la création d’un mot de passe dans notre FAQ.

 

Veuillez noter que le système n’accepte ni les fichiers ZIP, ni les PDF protégés par un mot de passe, ni les pièces de plus de 7 Mo. Les formats suivants sont acceptés :
 

  • PDF
  • MS Office formats (Word, PowerPoint, Excel)
  • Graphics Interchange Format (.gif)
  • Joint Photographic Experts Group format (.jpeg)
  • Joint Photographic Group format (.jpeg)
  • Portable Network Graphics (.png)

Pour plus d’informations, n’hésitez pas à consulter notre FAQ.

 

Connectez-vous à votre compte et rendez-vous sur votre espace personnel pour voir où en est votre candidature. Vous pouvez également rendre votre profil public, afin qu’il puisse être consulté par nos recruteurs, dans le système. 

 

Vous n’avez pas trouvé d’offre qui vous convienne? Alors n’hésitez pas à paramétrer des alertes ! Vous recevrez automatiquement une alerte lors de la publication d’une nouvelle offre répondant à votre profil et à vos intérêts. 

Pour plus d’informations, n’hésitez pas à consulter notre FAQ.

Lorsque vous êtes convié·e à un premier entretien, n’oubliez pas de consulter notre site internet afin d’en savoir plus sur Allianz, notre culture et nos valeurs. Vous trouverez des informations qui vous aideront à préparer votre entretien.

 

Si vous rencontrez un problème technique sur notre plateforme, nous vous conseillons de consulter notre FAQ. Si le problème persiste, merci d’envoyer un e-mail expliquant le problème avec une copie d’écran du message d’erreur à l’adresse careers@allianz.com.

 

Ce que nous proposons aux professionnels
 

Vos horaires sont souples et vous permettent de mieux vous organiser.
 Nous vous encourageons à développer vos compétences et valorisons la mobilité.
Profitez de nos programmes de formation en ligne à tout moment.
Au travers de projets, d’évènements et d’évolutions professionnelle. 
Votre bien-être étant notre priorité, nous vous offrons une couverture santé complète. 
Vos résultats seront récompensés par un système de rémunération attractif. 

Découvrez la Team Allianz
 

« Chez Allianz, je peux travailler sur des sujets réels et impactants, tout en ayant la possibilité de proposer de nouvelles idées. »


Nicolas, Allianz France

Inforgraphie "Les 8 étapes de notre processus de recrutement".

Nous sommes fiers de faire partie de la famille des entreprises du Groupe Allianz en Amérique du Nord, au même titre qu’Allianz Global Investors et PIMCO. (Anglais)
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