What are the responsibilities and job description for the Financial Services Consultant - Institutional Retirement position at Securian Financial Group?
Job Overview
This position requires a strong background in institutional insurance sales, excellent communication skills, and a proven track record of achieving sales targets.
- Key Responsibilities:
- Develop and implement effective sales and marketing strategies to promote and sell fixed group annuity contracts to employers.
- Identify and target potential clients through direct marketing, networking, and referrals.
- Build and maintain strong relationships with recordkeeping firms, RIA aggregator firms focused on qualified retirement plans, and large corporations and public entities.
- Collaborate with internal teams, including marketing, product development, and customer service, to ensure seamless delivery of services.
- Prepare and present proposals and close sales deals.
- Stay updated on industry trends, regulatory changes, and competitive landscape to provide informed recommendations to clients.
- Maintain accurate records of sales activities, client interactions, and pipeline status in the CRM system.
- Achieve and exceed sales targets and performance metrics.
