Advanced Sales Counsel

Min 3 yrs required

Full-time

No

# Advanced Sales Counsel

Are you a high-energy, collaborative individual who has a passion for supporting multiple distribution channels and product lines? If so, Securian Financial Group, Inc. has an exciting opportunity for an Advanced Sales Counsel. This position supports our Individual Solutions business with life insurance, annuities, financial planning, executive benefits, and linked benefits. This role will deepen relationships with our channel partners and enhance our ability to delivery compelling solutions to our target customers.

## Responsibilities

* Provides advanced sales case design expertise for our channel partners by identifying client needs, developing strategies to meet their needs and the coordination of the development and delivery of the appropriate sales solution
* Provides technical expertise and training on tax and legal issues affecting sales ideas and practices, marketing material and illustration development within the Advanced Sales market
* Assists and participates in the development and presentation of advanced sales training for financial professionals, channel partners, independent broker-dealers, and other field personnel
* Delivers presentations at field and regional meetings
* Works with home office associates, field leaders, and financial professionals to develop and distribute consumable sales and marketing materials, training and reference materials, case studies, articles, and other information and materials related to advanced sales concepts and planning strategies
* Review and summarize client’s existing estate and business planning documents
* Protect the company by reviewing sales strategies to make sure they fit within our risk appetite

## Qualifications

* FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
* Bachelor’s degree required, . preferred
* Experience with advanced sales concepts and planning strategies
* Strong partnership mindset with an aptitude for developing effective relationships with a wide variety of internal and external associates
* Excellent planning and organizational skills to handle multiple assignments and requests simultaneously, including the ability to appropriately prioritize time-sensitive tasks
* Demonstrated ability to communicate complex strategies and financial concepts in an easy-to-understand manner for financial professionals, clients and their tax and legal partners
* Demonstrated written, verbal and presentation skills
* Maintains presence and stays current in the greater estate, business, financial products, and financial planning community
* Initiative, self-awareness, and orientation for results
* Strong knowledge of individual life insurance, annuity, trust, financial planning, executive benefit, and/or linked benefit products
* Strong attention to detail, with an ability to perform quickly and accurately under pressure
* Creative and flexible mindset and a willingness to change priorities when necessary
* Ability to handle cyclical work volumes with a pleasant and professional demeanor
* Ability to travel approximately 20% of the time

## Preferred Qualifications

* ., CPA, CFP®, CLU, and/or ChFC
* 3+ years previous experience in the financial services industry that directly aligns with the specific responsibilities for this position
* Advanced Sales experience in one or more of these areas: retirement income, social security, charitable planning, and/or small business owner income
* Proficiency in educating and training financial professionals on products, procedures and software used in Advanced Sales plan design and financial planning
* Experience in working with financial professional or a distribution channel. Demonstrated ability to respond to complex issues in a sales environment
* Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
* Ability to work with others in a collaborative team environment
* Commutable to St Paul but open to remote possibility

## Physical Job Requirements

* Ability to work at least 40 hours per week
* Ability to utilize keyboard, mouse and computer for up to 3-6 hours per day
* Ability to utilize telephone for approximately 1-3 hours per day
* Ability to meet the physical demands of travel - approximately 20 - 30% of the time. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel

## Compensation and Benefits

The Business Development Sr Consultant position at Securian Financial Group, Inc. offers a competitive salary based on experience and qualifications. In addition, we offer a comprehensive benefits package including:

* Generous paid time off
* Tuition reimbursement program
* Company-funded pension plan as well as 401K retirement plan
* Continuous opportunities for new challenges
* Variety of health plan options as well as dental and vision plans
* Paid maternity/paternity leaves

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status.

## Location

This position is based in Saint Paul, MN. Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 2-3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. When working in our offices at least two days per week isn’t

Not Specified

Generous paid time off, Tuition reimbursement program, Company-funded pension plan, 401K retirement plan, Continuous opportunities for new challenges, Variety of health plan options, Dental and vision plans, Paid maternity/paternity leaves

Not Specified

FINRA Series 7, 24 and 66, Bachelor's degree, J.D., CPA, CFP®, CLU, and/or ChFC, Experience with advanced sales concepts and planning strategies, Strong partnership mindset, Excellent planning and organizational skills, Demonstrated ability to communicate complex strategies and financial concepts, Demonstrated written, verbal and presentation skills, Maintains presence and stays current in the greater estate, business, financial products, and financial planning community, Initiative, self-awareness, and orientation for results, Strong knowledge of individual life insurance, annuity, trust, financial planning, executive benefit, and/or linked benefit products, Strong attention to detail, Creative and flexible mindset, Ability to handle cyclical work volumes, Ability to travel

Bachelor's degree, J.D.

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