Senior Internal Retirement Consultant, Allianz Life Financial Service, LLC, Member FINRA at Allianz Life Financial Services, LLC, Member FINRA | Minneapolis, Minnesota, United States
Sandi Jaeger Socials
About Sandi Jaeger
Sandi Jaeger currently serves as a Senior Internal Retirement Consultant at Allianz Life Financial Services, LLC, Member FINRA, where she plays a pivotal role in advancing the company’s retirement solutions within the NE Ohio market. Leveraging her extensive expertise in fixed and variable annuities, Sandi specializes in developing tailored retirement strategies that align with clients’ long-term financial goals. Her deep understanding of the retirement landscape, combined with her strong stakeholder management skills, enables her to effectively collaborate with internal teams, financial advisors, and business partners to deliver innovative product solutions and educational resources.
In her current role, Sandi is instrumental in driving new business development and expanding Allianz’s presence in the retirement planning space. She actively engages in market analysis to identify emerging trends and client needs, ensuring that Allianz’s offerings remain competitive and relevant. Her proficiency in direct sales and B2B relationships allows her to foster trust and build lasting partnerships, ultimately enhancing client retention and satisfaction.
Sandi’s credentials, including her Series 6 & 63 registrations, State Insurance license, and Chartered Retirement Planning Counselor designation through The College for Financial Planning, underscore her commitment to professional excellence and industry compliance. Her attention to detail and meticulous approach to retirement planning ensure that clients receive comprehensive, compliant, and personalized advice. With a focus on stakeholder and personnel management, Sandi continues to contribute to Allianz’s mission of empowering individuals to achieve financial security in retirement, making her a vital asset to the organization’s strategic growth and client-centric initiatives.
Sandi Jaeger Work
Senior Internal Retirement Consultant, Allianz Life Financial Service, LLC, Member FINRA at
Allianz Life Financial Services, LLC, Member FINRAin March 2015 to Present
Sandi Jaeger currently serves as a Senior Internal Retirement Consultant at Allianz Life Financial Services, LLC, Member FINRA, where she plays a pivotal role in advancing the company’s retirement solutions within the NE Ohio market. Leveraging her extensive expertise in fixed and variable annuities, Sandi specializes in developing tailored retirement strategies that align with clients’ long-term financial goals. Her deep understanding of the retirement landscape, combined with her strong stakeholder management skills, enables her to effectively collaborate with internal teams, financial advisors, and business partners to deliver innovative product solutions and educational resources.
In her current role, Sandi is instrumental in driving new business development and expanding Allianz’s presence in the retirement planning space. She actively engages in market analysis to identify emerging trends and client needs, ensuring that Allianz’s offerings remain competitive and relevant. Her proficiency in direct sales and B2B relationships allows her to foster trust and build lasting partnerships, ultimately enhancing client retention and satisfaction.
Sandi’s credentials, including her Series 6 & 63 registrations, State Insurance license, and Chartered Retirement Planning Counselor designation through The College for Financial Planning, underscore her commitment to professional excellence and industry compliance. Her attention to detail and meticulous approach to retirement planning ensure that clients receive comprehensive, compliant, and personalized advice. With a focus on stakeholder and personnel management, Sandi continues to contribute to Allianz’s mission of empowering individuals to achieve financial security in retirement, making her a vital asset to the organization’s strategic growth and client-centric initiatives.
Senior Internal Retirement Consultant, Allianz Life Financial Service, LLC, Member FINRA at Allianz Life Financial Services, LLC, Member FINRA in March 2015 to Present
Operations Specialist at Allianz Life Insurance Company Of North America in April 2012 to March 2015
Clinical Social Worker at Benefis Health System in June 2009 to March 2012
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St. Cloud State University, BSW, October 2026
Universidad Internacional, Study Abroad, October 2026
Minnesota State University Moorhead, BS, October 2026
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Stakeholder Management
Personnel Management
Regulatory Requirements
Microsoft Office
Hunting
Sales Prospecting
Attention to Detail
Health Plans
Insurance Industry
Business Strategy
Consultations
Computer Literacy
Team Management
Client Relations
Direct Sales
Business-to-Business (B2B)
Sales Strategy
Sales Performance
Presentations
Market Analysis
Product Knowledge
Inside Sales
Coaching
Management
Problem Solving
Sales Processes
Technical Proficiency
Relationship Building
New Business Opportunities
Negotiation
Licensing
Insurance Brokerage
Brokerage
Account Management
Cross-functional Team Leadership
Agile Methodologies
Customer Experience
Budgeting
Data Analysis
New Business Development
Product Development
Customer Satisfaction
Business Planning
Operations Management
Working with Senior Citizens
Sales Management
Employee Relations
Health Information Management
Soft Skills
Investments
Analytical Skills
Time Management
Retirement Planning
Communication
Customer Service Management
Healthcare
Hospitals
Medicare
Non-profits
Healthcare Management
Rehabilitation
Public Speaking
Mental Health
Social Services
Case Managment
Policy
Crisis Intervention
Research
Adults
Medical Social Work
Fixed Annuities
Fixed Index Annuities
Tax Plans
Elder Care
Conflict Resolution
Interventions
Patient Advocacy
Medicaid
Case Management
Sales
Customer Service
Insurance
Retirement
Variable Annuities
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What is Sandi Jaeger email address?
Email Sandi Jaeger at [email protected], [email protected] and [email protected]. This email is the most updated Sandi Jaeger's email found in 2026.
How to contact Sandi Jaeger?
To contact Sandi Jaeger send an email to [email protected], [email protected] or [email protected]. (updated on February 16, 2025)
What company does Sandi Jaeger work for?
Sandi Jaeger works for Allianz Life Financial Services, LLC, Member FINRA
What is Sandi Jaeger's role at Allianz Life Financial Services, LLC, Member FINRA?
Sandi Jaeger is Senior Internal Retirement Consultant, Allianz Life Financial Service, LLC, Member FINRA
What is Sandi Jaeger's Phone Number?
Sandi Jaeger's phone (218) ***-*348
What industry does Sandi Jaeger work in?
Sandi Jaeger works in the Financial Services industry.
Sandi Jaeger Email Addresses
Sandi Jaeger Phone Numbers
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