Premium Finance / High Net Worth Director | Flex

Hiring Manager: Jason Wellmann

Recruiter: Rachel Steele (Rachel.Steele@allianzlife.com) | Please email me directly if you have applied for this position with a current copy of your resume

Pay band: 8

Employee Referral Information: Employee Referrals should be sent via E-mail to the recruiter who is responsible for filling the position. Make sure to include the job title, job code and the referral's resume. Referrals must be position-specific or no referral award will be given.

Internal Background Check Information: Allianz Life requires a criminal background check and credit check on employees applying for a position requiring securities registrations, officer level and above positions, and positions included in the Allianz Group Fit and Proper Policy.

This role provides strategic, consultative support to sales leadership and other key stakeholders. Responsible for leading projects to significantly improve the operational efficiency and effectiveness of the sales force in high net worth markets. Develops and implements advanced strategies, high net worth initiatives, and programs intended to achieve top and bottom-line business results and overall business unit goals. Ensures alignment with current company goals and policies. May provide work direction to other team members.

What you do:

• Premium Finance Assurance & Strategic Project Leadership – Lead cross-functional projects focused on improving sales operational processes and outcomes. Administer the Premium Finance Assurance function, including strict adherence to program rules, vendor consideration/approvals, field communications, individual case evaluation, pre- and post-issue audit activity, and reporting. Provide strategic, consultative support to sales leadership and other key stakeholders related to advanced strategies, initiatives, and programs intended to achieve top and bottom-line business results and overall business unit goals.
• High Net Worth Programs & Distribution Representation – Lead the development and implementation of High Net Worth sales programs, including coordination of distribution, marketing, and enterprise operations. Represent Distribution in various meetings and initiatives, ensuring that appropriate decisions are made and effectively communicated. Ensure alignment with Distribution-specific and company-specific goals and policies.
• Industry Awareness & Stakeholder Relationships – Stay apprised of the industry landscape and emerging trends. Recommend changes to applicable programs as necessary. Develop and maintain productive working relationships with key stakeholders internally and externally.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring:

• 8-10 years’ experience required: Relevant work experience with at least 6-7 years annuity and life industry experience. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proven leadership skills and ability to work collaboratively and cross-functionally.
• Four-year degree required or equivalent work experience
• Life and Health Insurance license required
• 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.

101941 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent