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Allianz Life · 1 day ago

Advanced Markets Consultant Senior/Advanced Markets Consultant Principal | Remote

United States

Full-time

Remote

Senior Level, Lead/Staff

$107K/yr - $163K/yr

6+ years exp

Allianz Life is a trusted insurance and asset management company. They are seeking an Advanced Markets Consultant Senior to provide expert consultation on annuity taxation and retirement planning, while also creating training content and supporting product development.

InsuranceLife InsuranceRetirement

No H1B

Responsibilities

Provides expertise to our 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. Must be able to manage multiple priorities simultaneously

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

Utilization of artificial intelligence and tools (e.g. generative AI)

Qualification

Annuity taxationRetirement planningEstate planningFINRA Series 6FINRA Series 7FINRA Series 63Content creationFinancial Services experienceTraining deliveryArtificial intelligence tools

Required

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. 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

Discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias

Company

Allianz Life

Glassdoor4.1

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.

Founded in 1896

Minneapolis, Minnesota, USA

1001-5000 employees