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Internal ETF Specialist - East Coast | Remote

Job Level:  Professional

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:  3883

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:

The purpose of the position is to drive sales by prospecting for producers to sell Allianz ETF solutions.  The individual will work closely with and provide sales support for the External ETF Consultant to efficiently market to advisors and influence them to utilize Allianz ETFs within their client’s portfolio.  This position will also work closely with ALFS External and Internal RCs, including the Business Development Consultants on the sales desk to identify advisors and advisor groups that utilize ETFs in their practice.  Additionally, the individual will provide annuity referrals to their ALFS counterparts. Specific duties will include prospecting via telephone and video or conference call presentations to advisors within the Broker Dealer channel. This individual will also work to create marketing messages for our ETF products and positioning them as a complement to annuities in a portfolio.

Prospecting: the majority of this will be done via telephone, but will also include video meetings, webinars and conference calls to the purpose of generating ETF sales and sales leads for the External ETF Consultant.


What you bring:

  • 4-5 years of experience required:  Series 7, Series 63 and insurance licenses
  • Four-year degree required or equivalent work experience


  • 6-7 years of experience preferred:  ETF sales experience with the broker dealer channel
  • CIMA, CFA, ChFC, WMCP or CFA designations
  • Working knowledge of FInTech planning tools:  MoneyGuide Pro, eMoney, Allbridge, Morningstar, Envestnet


What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our 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.