Allianz Life · 5 days ago
BD Regional VP - Northern Manhattan/Westchester County NY | Remote
United States
Full-time
Remote
Mid Level
$58K/yr - $65K/yr
2+ years expAllianz Life is a leading insurance and asset management company dedicated to securing futures and promoting an inclusive culture. They are seeking a BD Regional VP to promote products and services to Registered Representatives, develop business relationships, and achieve sales targets within a specified territory.
InsuranceLife InsuranceRetirement
No H1B
Responsibilities
Achieve territory sales target and market share as established by your District Director
Meet/exceed all producer goals as outlined by your District Director with a focus on:
Producer retention
Maintain production level of 500k+ producers from previous year
New producers/MIA winbacks
Effectively Promote and leverage technology tools
Utilize resources and integrate best practices
Conduct and log weekly activity numbers as set by District Director into Salesforce
Remain in compliance with ALFS policies and procedures
Expense Management
Be a company steward of resources available
Submit Expenses in a timely fashion
Stay within allocated T&E and Marketing Support budgets
Execute plan to successfully partner with Internal Retirement Consultant
Ensure Zones/Rotations are entered
Maintain proper territory segmentation
Ensure meeting notes are entered for completed meetings
Execute Marketing Campaigns
Effectively manage communications; Email and voicemail
Develop a deep expertise on the Allianz product suite and how our solutions can complement other portfolio holdings
Know and understand the annuity competitive landscape
Practice, demonstrate and master a simple, repeatable story
Understand the fundamentals of holistic financial planning including the language and technology ecosystem
Create a multi-pronged non product value proposition to build, nurture and protect durable relationships with financial advisors
Leverage virtual and in-person meetings and understand resources available
Become a subject matter expert on Social Security or Medicare
Leverage practice management speakers
Become a subject matter expect in modeling solutions within different platforms
Leverage social media to better market Allianz, our product solutions and your value proposition to financial advisors
Utilize events and campaigns to attract, grow and retain producers
Responsible for creating and executing personalized events and campaigns
Utilization of artificial intelligence tools and resources (e.g. generative AI)
Qualification
Required
2-5 years of proven sales ability within the Financial Services industry
Current FINRA Series 6 and 63 licenses
Current State Life/Annuity Insurance license
Excellent communication and presentation skills
Exceptional time management skills
Travel up to 80%
Scheduling of Appointments and reporting of 7-day past and 21-day out calendar
One-on-one meetings with advisors
Implementation of Company programs
Day to day travel and entertainment expenses
You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas
Benefits
A 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
An outstanding 401(k) company match
Life insurance
An onsite health center
Child development center
Fitness facility
Convenience store
Two cafeterias
Company
Allianz Life
Allianz Life Insurance Company of North America (Allianz Life®) has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jasmine Jirele
President and Chief Executive Officer, Allianz Life
Bill Gaumond
Chief Financial Officer
Recent News
Private Capital Journal
2025-12-05
2025-10-17
Company data provided by crunchbase