Employer Markets Wholesaler Senior - Southern US | Remote (Minneapolis, MN, US, 55416)

Allianz
Minneapolis
Workplace: RemoteFull timeUSD 100,000 - 125,000 annuallyFunction: Administration & Executive AssistanceExperience: 4-5 yearsEducation: bachelorsSkills: ["Communication","Presentation","Public speaking","Relationship management","Negotiation"]

Senior ERISA/Defined Contribution retirement sales role in Allianz Employer Markets, covering the Southern US. You will build advisory relationships with ERISA financial advisors and wholesalers, manage territories, deliver education and retirement strategies, leverage AI tools, and drive DCIO product sales across in-plan annuities and Lifetime Income + products.

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Allianz
Allianz
3 months ago

Employer Markets Wholesaler Senior - Southern US | Remote (Minneapolis, MN, US, 55416)

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Job Summary

Senior ERISA/Defined Contribution retirement sales role in Allianz Employer Markets, covering the Southern US. You will build advisory relationships with ERISA financial advisors and wholesalers, manage territories, deliver education and retirement strategies, leverage AI tools, and drive DCIO product sales across in-plan annuities and Lifetime Income + products.
Location: Minneapolis
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Manager level

Key Responsibilities

  • •Build ERISA Specialist Advisory relationships and sell to Specialist ERISA Financial Advisors within the assigned territory through face-to-face, phone and video wholesaling, including value-add activities such as continuing education and retirement strategy presentations.
  • •Time and Territory Management: segment advisors, create territory zones and rotations, and manage administrative responsibilities for efficient activity.
  • •Develop product knowledge and stay current on retirement income strategies, leveraging internal resources and industry designations.
  • •Utilize artificial intelligence tools and resources (e.g., generative AI) to support sales and client engagement.
  • •Meet DCIO sales goals by distributing Allianz Lifetime Income + and other in-plan annuity products through strategic partners.
Travel: High travel

Pay and Benefits

Salary: USD 100,000 - 125,000 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

  • •4-5 years of ERISA Advisory/Defined Contribution Investment Only experience; proven sales ability and results, excellent presentation and public speaking skills.
Experience:4-5 yearsRetirementERISADefined ContributionDCIO
Education:Bachelor's in Finance, EconomicsBachelor’s degree or related field
Skills:CommunicationPresentationPublic speakingRelationship managementNegotiation
Certifications:FINRA Series 6FINRA Series 63Life Insurance licenses
Tech Stack:Generative AIFinTechData analysis

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
WebsiteLinkedIn