Principal Financial Technology Sales Consultant - Minneapolis
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. Partner with stakeholders in New Markets, Distribution Relationship Management and other Distribution channels to drive sales through the use of technology, digital advice and financial planning software. Project management skills are required to facilitate the development of training content and sales ideas for the use with internal and external customers. Must also have the ability to identify and create field facing content for use by wholesalers and also on the Allianz Life website. Create and maintain metrics critical to driving fin tech results and delivery.
•Create and execute Distribution initiatives that support and drive sales through technology/digital advice. Drive, execute and manage multiple projects in collaboration with a broad range of subject matter experts and clients. Partner with Distribution to lead training and promotion of digital advice platforms as it relates to Allianz products. Demonstrate excellent proficiency in PowerPoint, Excel and Word and be willing to learn to use other tools as needed (ie, Brainshark, Articulate, After Effects). Ensure coordination with our Brand, Legal 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. ~crlf~~crlf~Program Design and Delivery~crlf~• Deliver training for new technology initiative and roll outs, on boarding, market updates/ impacts and economic cycles. Serve as SME between Advanced Markets, New Markets, Marketing, Distribution Relationship Management and other Distribution channels to drive adoption and understanding of technology/digital advice tools. Travel to external partners as needed.~crlf~~crlf~Communication~crlf~• Communicate sales trends and topics to key stakeholders and integrate into technology/digital advice training 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. ~crlf~~crlf~Needs Analysis/Measurement:~crlf~• Work with Distribution stakeholders to identify technology/digital advice training needs, conduct effective needs analysis, for training 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 needed.~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~~crlf~
Minimum Requirements:~crlf~6-7 years experience required~crlf~– Four-year degree required: or equivalent work experience~crlf~– MN Life Insurance license. FINRA Series 6 or Series 7, Series 63, Series 26 (or 24) or ability to attain within 180 days of employment~crlf~~crlf~Preferred:~crlf~– 8-10 years experience preferred~crlf~– Advanced degree 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~
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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