BD Regional VP - Western Connecticut/Westchester County New York - all channels | Remote

Allianz Insurance • Minneapolis, MN

4d • $58,500 - $65,000 • Remote

About The Position

The BD Regional VP promotes Allianz products and services to Registered Representatives within the Western Connecticut and Westchester County, New York territory across all channels. The role develops and maintains strong business relationships while adhering to Allianz’s sales philosophy. It is responsible for territory sales productivity, operational excellence, territory management, product expertise, value-added financial advisor support, and producer relationship building. The position is remote and requires travel of up to 80%.

Requirements

• 2–5 years of proven sales ability in the financial services industry.
• Current FINRA Series 6 and Series 63 licenses.
• Current state Life/Annuity Insurance license.
• Excellent communication and presentation skills.
• Exceptional time-management skills.
• Willingness to travel up to 80%.
• Legally authorized to work in the United States without requiring immigration sponsorship now or in the future.

Responsibilities

• Achieve territory sales and market-share targets established by the District Director.
• Meet or exceed producer goals, with a focus on producer retention, maintaining production levels of producers generating $500,000 or more, and winning new producers or re-engaging MIA winbacks.
• Promote and leverage technology tools, use available resources and best practices, and record weekly activity in Salesforce.
• Comply with ALFS policies and procedures.
• Manage expenses responsibly, submit expense reports promptly, and stay within allocated travel-and-entertainment and marketing-support budgets.
• Execute territory plans in partnership with the Internal Retirement Consultant; enter zones and rotations, maintain territory segmentation, and record completed-meeting notes.
• Execute marketing campaigns and manage email and voicemail communications.
• Develop expertise in Allianz products, the annuity competitive landscape, holistic financial planning, and how Allianz solutions complement other portfolio holdings.
• Develop and deliver a simple, repeatable product story and a non-product value proposition for financial advisors.
• Use virtual and in-person meetings and available resources; develop subject-matter expertise in Social Security or Medicare.
• Use practice-management speakers and develop expertise in modeling solutions across different platforms.
• Use social media to market Allianz, its product solutions, and the representative’s value proposition to financial advisors.
• Create and execute personalized events and campaigns to attract, grow, and retain producers.
• Use artificial intelligence tools and resources, including generative AI.
• Schedule appointments and report the past seven days and the upcoming 21 days on the calendar.
• Conduct one-on-one meetings with advisors and implement company programs.
• Travel day to day and manage related travel and entertainment expenses.

Benefits

• Choice of comprehensive medical, dental, and vision plan options.
• Flexible spending and health savings accounts.
• Tuition reimbursement.
• Student loan retirement program.
• Generous annual paid leave.
• 401(k) company match.
• Life insurance.
• Discounted campus amenities, including an onsite health center, child development center, fitness facility, convenience store, and two cafeterias.
• Employee Resource Groups and an inclusive, engaged workplace culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed