Internal ETF Specialist - Remote
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 clients 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.~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~
Minimum Requirements:~crlf~– 4-5 years experience required: Series 7, Series 63 and insurance license (upon hire or up to 60 days to be fully licensed)~crlf~– Four-year degree required~crlf~~crlf~Preferred:~crlf~– 6-7 years experience preferred: ETF sales experience within the broker dealer channel, CIMA, CFA, ChFC, WMCP, CFA~crlf~– Working knowledge of FinTech planning tools: MoneyGuide Pro, eMoney. Allbridge, Morningstar, Envestnet~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~
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 85 million private and corporate customers and more than 142,000 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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