Advanced Sales Director

5 days ago

Osseo, Minnesota, United States Securian Financial Group Full time
Job Title: Advanced Sales Director

We are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our Individual Solutions market segment, you will be responsible for leading a team of senior consultants and developing strategies to support our regional sales directors and financial professionals in the sale of individual life insurance and annuities.

Key Responsibilities:
  • Oversee the design and implementation of Securian Financial Group'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 a team of senior consultants who can apply their legal, regulatory, and 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.
  • 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.
Requirements:
  • 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 Group 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.

This is a hybrid role that requires a combination of remote and in-office work. We offer a comprehensive range of benefits designed to enhance your professional growth, well-being, and work-life balance, including paid time off, leave programs, company-funded pension plan, 401(k) retirement plan, health insurance, volunteer time, and associate resource groups.

We are an equal opportunity employer and do 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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