Internal Annuity Wholesaler at Securian Financial Group

St Paul, Minnesota, United States

Securian Financial Group Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

  • Self-starter with a proactive mindset and willingness to take on new challenges
  • Strong interpersonal, verbal, and written communication skills
  • Ability to work independently with moderate guidance
  • High attention to detail and strong organizational skills
  • Comfortable in a fast-paced, sales-driven, and deadline-oriented environment
  • FINRA Series 6/63 and state Life/Health Insurance licenses or the ability to obtain licenses within 6 months of hire date

Responsibilities

  • Partner with an External Wholesaler to develop and execute a strategic territory sales plan
  • Proactively identify and pursue sales opportunities through outbound and follow-up calls
  • Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list
  • Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth
  • Leverage sales and marketing tools to increase annuity market share
  • Track and report activity metrics using Salesforce CRM
  • Provide responsive sales support and serve as a subject matter expert on annuity solutions

Skills

Salesforce
CRM
FINRA Series 6
FINRA Series 63
Life Insurance License
Health Insurance License
Annuity Sales
Outbound Calling
Sales Planning
Relationship Management
Marketing Campaigns

Securian Financial Group

About Securian Financial Group

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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