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Director of Advanced Sales

1 month ago

Saint Paul, Minnesota, United States Securian Full time

We are looking for a high-energy, collaborative leader to be our Advanced Sales Director within the Individual Solutions market segment. In this role, you and your team of advanced sales professionals will support our regional sales directors and a wide variety of financial professionals in the sale of individual life insurance and annuities.

You will need to be comfortable wearing several hats:

  • working directly with our highest profile advisors, clients and their tax & legal counsel;
  • representing Securian Financial at industry events and in publishing industry pertinent articles;
  • owning the development and execution of the company's advanced planning strategy;
  • consulting internally with risk, underwriting, legal and actuarial professionals; and
  • being the leader and coach of credentialed (e.g., JD and/or CPA) senior consultants.

Responsibilities include, but are not limited to:

  • Oversee the design and implementation of Securian Financial's vision for advanced sales support.
  • Build and maintain the company's reputation as a leading provider of advanced sales consulting to financial professionals across the U.S.
  • Lead and develop team of senior consultants who can apply their legal, regulatory & tax expertise to high value case opportunities.
  • Provide technical expertise and training on tax and legal issues affecting sales ideas and practices, marketing material and illustration development.
  • Direct and participate in the development and presentation of advanced sales training for regional sales directors, channel partners and financial professionals.
  • Ensure that advanced sales presentations at channel partner and industry events are compelling and insightful.
  • Partner with marketing leadership to develop and distribute advanced sales and marketing materials, training and reference materials, case studies, articles, and other information and materials related to advanced sales concepts and planning strategies.
  • Protect the company by reviewing sales strategies to ensure they fit within the company's risk appetite.

Qualifications:

  • Bachelor's degree
  • Must hold either a J.D. or CPA designation
  • FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
  • 5+ years previous experience in the financial services industry that directly aligns with the specific responsibilities for this position
  • Deep knowledge of 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
  • Excellent 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 25% of the time
  • Proficiency in educating and training financial professionals on products, procedures and software used in Advanced Sales plan design and financial planning
  • Ability to work with others in a collaborative team environment

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. For this role, you must live within a commutable distance (90 minutes) of our Home Office in St. Paul, MN. 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 feasible (vacations, illness, travel, etc.), an eight day per month standard is an option.#LI-Hybrid

*Internal Securian Financial job title for this position is Law Services Consulting Director*

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 % of the time. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel.

The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability
  • Pride at Securian Financial
  • Securian Young Professionals Network
  • Securian Multicultural Network
  • Securian Women and Allies Network
  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our .

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

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. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone voice), or 711 (Relay/TTY).

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Securian Financial Group, Inc. considers applicants for all positions without regard to race, color, creed, religion, national origin, sex, gender identity, sexual orientation, genetic information, age, marital or familial status, status with regard to public assistance, disability, or Veteran status. All applicants will be considered solely on the basis of their qualifications.

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