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

Key technologies and capabilities for this role

SalesforceCRMFINRA Series 6FINRA Series 63Life Insurance LicenseHealth Insurance LicenseAnnuity SalesOutbound CallingSales PlanningRelationship ManagementMarketing Campaigns

Questions & Answers

Common questions about this position

What is the salary range and total compensation for this Internal Annuity Wholesaler role?

The estimated base pay range is $50,000 - $90,000, with sales-based incentives resulting in target total cash compensation of $85,000 - $125,000 based on sales results.

What is the work arrangement or hybrid policy for this position?

Securian Financial follows a hybrid work model where associates within commutable distance (90 minutes) join in the office 3 days each week, with flexibility for business and personal schedules.

What skills and qualifications are required for this role?

Required qualifications include FINRA Series 6/63 and state Life/Health Insurance licenses (or ability to obtain within 6 months), strong interpersonal and communication skills, ability to work independently, high attention to detail, and comfort in a fast-paced sales environment. Preferred experience includes annuity or life insurance wholesaling and prior sales experience in financial services.

What is the company culture like at Securian Financial?

The culture emphasizes hybrid work, being a fast-paced sales-driven environment, valuing self-starters who take on challenges, and encouraging applications even if experience doesn't perfectly align.

What makes a strong candidate for this Internal Annuity Wholesaler position?

Strong candidates are proactive self-starters with excellent communication skills, sales experience in financial services (especially annuities), required licenses or ability to obtain them, and thrive in fast-paced environments; the company encourages applications even if experience isn't a perfect match.

Securian Financial Group

About Securian Financial Group

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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