The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling ...
The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling ...
Remote Retirement Plan Compliance Analyst
Baxter, MN · On-site +1
$65K - $95K/yr
The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position ...
Remote Retirement Plan Compliance Analyst
Baxter, MN · On-site +1
$65K - $95K/yr
The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position ...
Benefits Compliance Associate Director - Remote
Eden Prairie, MN · Remote
$112K - $193K/yr
This role ensures adherence to ERISA, IRS/DOL requirements, and other applicable laws while advancing solid governance, risk management, and operational excellence practices. The position operates at ...
New
Benefits Compliance Associate Director - Remote
Eden Prairie, MN · Remote
$112K - $193K/yr
This role ensures adherence to ERISA, IRS/DOL requirements, and other applicable laws while advancing solid governance, risk management, and operational excellence practices. The position operates at ...
New
Remote Retirement Plan Compliance Analyst
Minneapolis, MN · On-site +1
$65K - $95K/yr
The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position ...
Remote Retirement Plan Compliance Analyst
Minneapolis, MN · On-site +1
$65K - $95K/yr
The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position ...
Benefits Compliance Associate Director - Remote
Eden Prairie, MN · On-site +1
$112K - $193K/yr
This role ensures adherence to ERISA, IRS/DOL requirements, and other applicable laws while advancing solid governance, risk management, and operational excellence practices. The position operates at ...
New
Benefits Compliance Associate Director - Remote
Eden Prairie, MN · On-site +1
$112K - $193K/yr
This role ensures adherence to ERISA, IRS/DOL requirements, and other applicable laws while advancing solid governance, risk management, and operational excellence practices. The position operates at ...
New
Senior Legal Business Consultant
Eden Prairie, MN · Remote
$112K - $193K/yr
Remote may be considered Primary Responsibilities: * Provide employee benefits law support for ... Respond to and track ERISA document requests * Respond to subpoena requests * Assess and advise on ...
Senior Legal Business Consultant
Eden Prairie, MN · Remote
$112K - $193K/yr
Remote may be considered Primary Responsibilities: * Provide employee benefits law support for ... Respond to and track ERISA document requests * Respond to subpoena requests * Assess and advise on ...
Client Support Specialist - Greater Minneapolis, MN Area (REMOTE)
Minneapolis, MN · On-site +1
$44K - $80K/yr
This transition does not apply to fully remote roles. The base salary range for this position is ... ERISA, numerous state laws governing securities, investment and retirement-related financial ...
Client Support Specialist - Greater Minneapolis, MN Area (REMOTE)
Minneapolis, MN · On-site +1
$44K - $80K/yr
This transition does not apply to fully remote roles. The base salary range for this position is ... ERISA, numerous state laws governing securities, investment and retirement-related financial ...
Remote Erisa information
What is the difference between Remote Erisa vs Remote Benefits Specialist?
| Aspect | Remote Erisa | Remote Benefits Specialist |
|---|---|---|
| Required Credentials | ERISA certifications, knowledge of employee benefits laws | Benefits administration certifications, HR knowledge |
| Work Environment | Corporate or consulting firms, remote options common | HR departments, benefits providers, remote roles available |
| Industry Usage | Finance, insurance, employee benefits consulting | Human resources, employee benefits management |
| Common Search Intent | Understanding ERISA compliance, benefits regulations | Managing employee benefits, benefits program administration |
Remote Erisa professionals focus on ERISA compliance and employee benefits regulations, often requiring specialized certifications. Remote Benefits Specialists handle benefits administration and employee support, with overlapping skills but different primary responsibilities. Both roles are vital in HR and benefits industries, with some roles blending responsibilities depending on the employer.
What are common challenges faced by professionals in a remote ERISA compliance role, and how can they be addressed?
What skills and qualifications are needed to thrive as a remote ERISA specialist?
What is a remote ERISA professional?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
Allianz rating
9.3
Based on 9 frontline employees who took The Breakroom Quiz
18th of 304 rated insurance
Job description
The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling Allianz's Lifetime Income + product will be effected through direct contact (in person, phone and video conferencing) with ERISA Advisory financial advisors. This will be further accomplished by building relationships with ERISA Advisors, "non-producing" Allianz financial advisors, Asset Management and other strategic selling partners to distribute our products. The individual will work with business partners including Internal Retirement Consultants, Sales Supervision, and Sales Enablement. Additionally, the candidate maintains a well-honed and current DCIO knowledge base and experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals.
Territory: Southern US
What you do:
Building ERISA Specialist Advisory relationships and selling: Develop, retain and grow relationships and sales volumes with Specialist ERISA Financial Advisors, in the assigned territory, through face to face, phone and video wholesaling. This will include delivering non-product value to advisors, i.e., Continuing Education, Retirement strategies presentations, and FinTech demonstrations.
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.
Development: Continued learning of our product, competitors' products, other retirement income strategies and distributors. This can be done by leveraging internal resources and earning industry designations.
Utilization of artificial intelligence tools and resources (e.g. generative AI)
What you bring:
- 4-5 years of experience of ERISA Advisory/Defined Contribution Investment Only experience required; Proven sales ability and results. Excellent presentation and public speaking skills.
- Bachelor's degree in Finance, Economics or related field or equivalent work experience.
- FINRA Series 6 & 63 and Life Insurance licenses 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.
Ability to manage extensive travel (up to 50% of time will be traveling within the territory). Evening and weekend business functions. Comfortable with talking on the phone and presenting on video calls.
Job posting range $100,000.00 - $125,000.00
Note the job posting range is exclusive of company benefits or other compensation. In addition to base salary, a portion of your total compensation is based on variable compensation. Actual variable compensation earned is driven by assigned territory and individual sales performance.
99121 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent
What we offer:
At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: 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, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer. For additional information regardingWhat It's Like To Work Here | Allianz Life.
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. #LI-BLS#LI-