Senior Sales Consultant for Advanced Solutions

2 weeks ago


Forest Lake, Minnesota, United States Securian Financial Group Full time

Position Overview:
As a Senior Sales Consultant for Advanced Solutions, you will leverage your expertise in consulting, training, and education within the intricate realms of estate and tax planning. This role is designed for seasoned legal or tax professionals who are eager to transition into a dynamic and collaborative environment.

Key Responsibilities:
- Engage with clients to assess their needs and collaborate with sales teams and channel partners to propose effective solutions.
- Provide specialized knowledge and guidance on complex tax and legal matters that influence sales strategies and business development.
- Design advanced sales cases by understanding client requirements and formulating innovative strategies to fulfill those needs.
- Participate in the creation and delivery of advanced sales training for financial professionals and channel partners.
- Develop and present relevant content at various meetings to enhance understanding of advanced sales concepts.

Qualifications:
- A bachelor's degree is required; a J.D. or CPA is strongly preferred.
- Proven experience in advanced sales strategies, including estate tax planning, charitable planning, and business succession planning.
- Exceptional communication skills, with the ability to simplify complex financial concepts for diverse audiences.
- Strong relationship-building skills, capable of fostering partnerships with internal and external stakeholders.

Additional Information:
This position may require travel up to 20% of the time. We value a collaborative mindset and the ability to adapt to changing priorities. Candidates should possess a keen attention to detail and the ability to manage multiple tasks efficiently.



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