Advanced Sales Counselor

2 hours ago

Cottage Grove, Minnesota, United States Securian Financial Group Full time
Job Summary

We are seeking a highly experienced and skilled Advanced Sales Counselor to join our team. As a key member of our sales team, you will be responsible for identifying client needs, consulting with our sales teams and channel partners, and recommending compelling solutions.

Key Responsibilities
  • Provide technical expertise, training, and consultation on tax and legal issues affecting sales ideas and practices, marketing, and business development.
  • Develop and deliver 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.
  • Assist and participate in the development and presentation of advanced sales training for financial professionals, channel partners, independent broker-dealers, and other field personnel.
  • Create and deliver relevant and timely content/presentations at field and regional meetings.
  • Work 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.
Requirements
  • FINRA Series 7, 24 and 66 (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
  • 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
  • Ability to travel approximately 20% of the time
Preferred Qualifications
  • J.D., CPA, CFP, CLU, and/or ChFC
  • 3+ years previous experience in the financial services or legal industry that directly aligns with the specific responsibilities for this position
  • Advanced Sales experience in one or more of these areas: estate, tax, and/or business owner planning strategies.
  • 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 sales 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
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

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