Allianz

4 weeks ago

ETF Wholesaler Senior - Northern California & Pacific NW | Remote (Minneapolis, MN, US, 55416)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Senior ETF wholesaler with 8-10 years of asset management sales experience driving penetration for AllianzIM Defined Outcome ETFs across Northern California & Pacific Northwest. Responsible for advisor relationships, targeted territory management, coaching, and leveraging AI tools to enhance sales processes. Requires Series 7, Bachelor's degree, and ability to travel up to 65% within the territory.

Location: Minneapolis

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop, retain and grow long term relationships with financial advisors; execute on sales targets by growing advisor base and market share in the territory through face-to-face, phone and virtual wholesaling; educate advisors on ETF strategies, product positioning, and portfolio implementation; conduct group and individual presentations to differentiate AllianzIM Buffered Outcome ETFs.
•Segment the advisors in the territory, create territory zones and rotations, and implement efficient processes for targeted activity including all administrative responsibilities.
•Coach and mentor ETF Wholesalers and new employees; participate in onboarding for first 6 months.
•Utilize artificial intelligence tools and resources for selling and client outreach.
•Collaborate with Internal ETF Consultants, sales management, and sales enablement to drive results.

Travel: High travel

Key Requirements

•8-10 years of experience in asset management sales, with ETFs
•Series 7 license required
•Bachelor's degree or equivalent work experience
•Ability to travel up to 65% within the territory, including evenings and weekends
•Must be legally authorized to work in the U.S. without immigration sponsorship now or in the future

Experience:8-10 yearsAsset managementETFsCapital markets

Education:Bachelor's

Skills:PresentationPublic speakingRelationship managementCoachingMentoring

Certifications:Series 7

Languages:English

Tech Stack:AI toolsPortfolio analytics

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Allianz

Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn

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Allianz

4 weeks ago

ETF Wholesaler Senior - Northern California & Pacific NW | Remote (Minneapolis, MN, US, 55416)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: Minneapolis

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop, retain and grow long term relationships with financial advisors; execute on sales targets by growing advisor base and market share in the territory through face-to-face, phone and virtual wholesaling; educate advisors on ETF strategies, product positioning, and portfolio implementation; conduct group and individual presentations to differentiate AllianzIM Buffered Outcome ETFs.
•Segment the advisors in the territory, create territory zones and rotations, and implement efficient processes for targeted activity including all administrative responsibilities.
•Coach and mentor ETF Wholesalers and new employees; participate in onboarding for first 6 months.
•Utilize artificial intelligence tools and resources for selling and client outreach.
•Collaborate with Internal ETF Consultants, sales management, and sales enablement to drive results.

Travel: High travel

Key Requirements

•8-10 years of experience in asset management sales, with ETFs
•Series 7 license required
•Bachelor's degree or equivalent work experience
•Ability to travel up to 65% within the territory, including evenings and weekends
•Must be legally authorized to work in the U.S. without immigration sponsorship now or in the future

Experience:8-10 yearsAsset managementETFsCapital markets

Education:Bachelor's

Skills:PresentationPublic speakingRelationship managementCoachingMentoring

Certifications:Series 7

Languages:English

Tech Stack:AI toolsPortfolio analytics

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Allianz

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn