What are the responsibilities and job description for the ETF Wholesaler Senior - Northern California & Pacific NW | Remote position at Allianz Life?
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.
The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with business partners including, Internal ETF Consultants, sales management, and sales enablement. A portion of their time will be focused on coaching and mentoring of the ETF Wholesalers and new employees.
What You Do
What You Bring
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow.
The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with business partners including, Internal ETF Consultants, sales management, and sales enablement. A portion of their time will be focused on coaching and mentoring of the ETF Wholesalers and new employees.
What You Do
- Sales and relationship management: Develop, retain and grow long term relationships with financial advisors. Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling. Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies. Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs. Respond to advisor inquiries regarding ETF features and performance.
- Time and Territory Management: Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities.
- Mentorship, Coaching and Development: Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations. Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months.
- Utilization of artificial intelligence tools and resources (e.g. generative AI).
What You Bring
- 8-10 years of experience required; Sales experience in asset management and ETFs. Proven sales ability and results. Excellent presentation and public speaking skills.
- Four-year degree required or equivalent work experience.
- Series 7 license required
- Ability to manage extensive travel (up to 65% of time will be traveling within the territory). Evening and weekend business functions. Comfortable with talking on the phone and presenting on video calls in person.
- 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.
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow.