Life Regional Wholesaler - Southern CA

Allianz Life - Remote (6 months ago)

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The Life Regional Wholesaler role is a true external wholesaling position working directly with registered reps, financial advisors and independent producers in their designated region driving life insurance sales. Their primary objectives are to identify and activate IUL production from registered reps, financial advisors and independent producers who are currently writing and not writing business with Allianz Life. As the territory grows, retention of these registered reps, financial advisors and independent producers will be a key component of the role.
The Life Sales Sr Consultant will demonstrate exceptional initiative to segment and grow these critical relationships with registered reps, financial advisors and independent producers. A high level of business acumen, judgement, critical thinking and decision making skills are required as this person will strategically identify and plan sales campaigns and travel to meet registered reps, financial advisors and independent producers, face to face, in their environment. The wholesaler will demonstrate exceptional communication skills and life industry (specifically FIUL) knowledge. They will be an expert in product knowledge and sales application (both Allianz Life as well as the competition) that will serve to increase sales in Allianz FIUL. A high level of communication and partnership are required with the Divisional Vice President and National Sales Director to drive sales goals with registered reps, financial advisors and independent producers.


Hold 4-5 appointments per day. Identify sales opportunities and grow relationships though face to face
appointments. Segment, prospect, and activate registered reps, financial advisors and independent producers who are not writing business with Allianz Life. Ongoing engagement and retention of reps will be critical. Meet & exceed sales goals and benchmarks. Maintain required level of appointment activities with targeted reps. Strategize, plan and participate in targeted marketing campaigns. Conduct targeted registered reps, financial advisors and independent producers events in your region.

Time, Territory & Reporting Management:
Update activity reporting (SalesForce, regional, etc.) weekly. Work with Divisional Vice President to prepare business plans. Review plans/trends with DVP and National Sales Director on regular basis. Meet & exceed key performance and activity benchmarks. Communicate/Report daily with DVP. Development:
Establish self as product & positioning expert (both Allianz Life & Competition), Increase awareness of Allianz products and value proposition with registered reps, financial advisors and independent producers. Participate in certification process for Advanced Planning topics & presentations. Participate in weekly team meetings and other home office development sessions


  • 4-5 years experience required: Experience in the financial services industry. Understanding of product distribution structure along with operational and relationship management of distribution
  • Four year degree preferred or equivalent work experience
  • FINRA Series 6 and 63 licenses preferred and Life license required

Physical Requirements:
  • Extensive travel required (4-5 days per week) 3 weeks per month.
  • Job may require periods of stooping, bending, sitting or standing.
This territory will cover Southwest

At Allianz, we foster a workplace where every person feels welcome, connected, and valued.

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Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 85 million private and corporate customers and more than 142,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.

Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.

Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.

Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.

An equal opportunity employer.