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FinTech Sales Consultant | Hybrid

Job Level:  Professional
Location: 

Minneapolis, MN, US, 55416-1297

Due Date:  ASAP
Area of Expertise:  Sales & Distribution
Unit:  Allianz US Life
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  2981

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

 

What you do:

This position requires deep technical knowledge of Allianz Life products to allow for the understanding and advocating of Allianz products within financial planning software/digital advice arena.  Technology, This position is responsible for supporting all channels of Distribution by providing in-market technology sales consulting to our internal and external wholesalers, financial advisors, FMOs, broker dealers, RIAs and intermediaries we serve. This role focuses on helping wholesalers and financial professionals utilize financial and insurance technology solutions, digital advice and financial planning software to grow their business and find annuity, life and/or risk management sales opportunities. The primary focus of this role will be delivering sales related technology-focused presentations at conferences, field events and office meetings. As a component of this role, they will provide tailored guidance to our top financial advisor clients and broker-dealer firms on how to successfully implement technology.

 

Create and execute Distribution initiatives that support and drive sales through technology/digital advice.  Serve as a consultant for home office teams such as DRM, Internal and External Sales, on topics of impact to the field and key technology rollouts and initiatives. This role will also help develop content, including presentations that are approved for Continuing Education credit, business builders and new marketing materials to support sales and distribution. Ensure coordination with our Brand and Legal, Ethics and Compliance departments on changes and development of sales training material. This person must be proactive and be comfortable influencing and making recommendations to leadership. 

 

Program Design and Delivery:
Deliver new technology initiatives and roll outs, on boarding, market updates/ impacts and economic cycles. Serve as SME between Advanced Markets, New Markets, Marketing, Distribution Relationship Management and all other Distribution channels to drive adoption and understanding of technology/digital advice tools. .Create a presence in the field with business partners, back office visits, rep meetings, workshops and group presentations (in partnership with external sales/wholesalers).

 

Communication:
Expected to provide the "voice of the field" back to our home office teams, providing guidance on future technology needs and ongoing enhancements Communicate sales trends and topics with key stakeholders and integrate into technology/digital advice materials. Partner with Leadership to define and develop communication/marketing plans for digital advice content. Partner with internal stakeholders to ensure consistency of marketing message and alignment with digital advice tools. Understand and communicate producer needs and challenges with technology/digital advice tools.

Needs Analysis:
Work with Distribution stakeholders to identify technology/digital advice needs, conduct effective needs analysis, for external sessions and opportunities. Review and evaluate program effectiveness to ensure it is meeting or exceeding technology/digital advice usage and training metrics.  Measure and communicate results as appropriate.

 

 

                                                                                                                                                                                                                               

What you bring:

Minimum Requirements:

  • 6-7 years of experience required
  • Four year degree required
  • MN Life Insurance license
  • FINRA Series 6 or 7, Series 63, Series 26 or 24

Preferred:

  • Advanced degree preferred:  CFP preferred

Travel approximately 50% of time            

What we offer:

 

employees and their families. We offer a choice of comprehensive medical and dental plan options, a generous time off plan and an outstanding 401(k) company match. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

 

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. 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. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

 

Join us.  We care for tomorrow.