Longevity Planning Expert

Job Role

This role is responsible for selling fixed group annuity contracts to employers, providing longevity solutions and capital preservation investment options for defined contribution plans. The ideal candidate will have a strong background in institutional insurance sales, excellent communication skills, and a proven track record of achieving sales targets.

About Securian Financial Group

We are a leading provider of insurance and financial services, dedicated to helping individuals and organizations achieve their long-term goals. Our team is passionate about delivering innovative solutions that meet the evolving needs of our clients.

Main 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.

Required Skills

• Minimum of 5 years of experience in insurance sales, preferably in fixed group annuity contracts or related products.
• Proven track record of meeting or exceeding sales targets.
• Strong understanding of defined contribution plans, longevity solutions, and capital preservation investment options.
• Excellent communication, negotiation, and presentation skills.
• Ability to build and maintain strong client & intermediary relationships.
• Proficiency with a CRM software and Microsoft products.
• Self-motivated, goal-oriented, and able to work independently as well as part of a team.
• Strong analytical and problem-solving skills.
• Knowledge of regulatory requirements and compliance in the insurance industry.
• Valid Life Insurance Producer License or the ability to become licensed within three months of hire.
• Ability to travel - approximately 15 - 20 trips per year.