Advanced Markets Consultant/ Senior | Remote

Allianz • Minneapolis, MN

111d

About The Position

Provides expert consultation to Allianz distribution partners and Financial Professionals. Focuses on annuity taxation, general tax rules, contract structures, retirement planning, trusts and estate planning. Assists in the creation of marketing content, sales training and the development of new markets. Day to day responsibilities include assisting with client cases received by phone or email while also supporting other areas of the enterprise in implementing appropriate Annuity Advanced Markets strategies. This position also requires the delivery of Annuity Advanced Markets and Continuing Education content virtually or in person which may require travel.

Requirements

• 6-7 years of experience required in Financial Services/Advanced Markets.
• Four-year degree required.
• FINRA Series 6, 7, 63 and Life or willing to obtain within six months.
• Ability to travel.
• Candidates must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future.

Responsibilities

• Provides expertise to distribution partners, operations, and financial professionals via phone, webinar, or in-person.
• Focuses on complex Annuity Advanced Markets topics including annuity taxation, contract structure, retirement planning, estate and gift taxation.
• Acts as a subject matter expert in developing content for clients/financial professionals including IRA's, qualified plans, and trust strategies.
• Strives to identify new sales opportunities that will complement our products.
• Responsible for creating and delivering training/education on complex Annuity Advanced Markets topics.
• Contributes to product development process by identifying opportunities.
• Assists corporate legal and compliance as a subject matter expert when necessary.
• Analyzes processes to identify inconsistencies, errors, and omissions in information.
• Utilizes artificial intelligence and tools (e.g. generative AI).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree