[Remote] Advanced Sales Counsel at Securian Financial Group

Minnesota, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

FINRA Series 6, 63 and 26 (or ability to obtain within 12 months)
Bachelor’s degree required, J.D. or CPA strongly preferred
Experience with advanced sales concepts and planning strategies such as: estate tax planning and minimization, charitable planning, premium financing, executive compensation, business succession planning, income tax planning
This role involves traveling to various locations for meetings, conferences, and site visits, accounting for about 20-30% of the time
Demonstrated ability and experience to communicate and consult on complex strategies and financial concepts in an easy-to-understand and creative 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, tax, and financial planning community
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
Initiative, self-awareness, and orientation for results
Strong understanding of placing individual life insurance, annuity, and/or linked benefit products that fit within an individual’s financial goals
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
Preferred: J.D., CPA, CFP®, CLU

Responsibilities

Provides technical expertise, training, and consultation on tax and legal issues affecting sales ideas and practices, marketing, and business development
Provides advanced sales case design expertise for our channel partners by identifying client needs, developing innovative strategies to meet their needs, and coordinating the delivery of appropriate sales solutions
Assists and participates in the development and presentation of advanced sales training for financial professionals, channel partners, independent broker-dealers, and other field personnel
Creates and delivers relevant and timely content/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, business, and tax planning documents to identify sales opportunities
Protect the company by reviewing sales strategies to make sure they fit within our risk appetite

Skills

Key technologies and capabilities for this role

Estate PlanningTax PlanningCharitable PlanningLong-Term Care PlanningRetirement Income PlanningExecutive CompensationSales Case DesignAdvanced Sales TrainingLegal ConsultationFinancial Planning