What are the responsibilities and job description for the Retirement Solutions Consultant position at Securian Financial Group?
About Us
We are a leader in the financial services industry, dedicated to helping individuals and businesses achieve their financial goals. Our team is comprised of experienced professionals who share a passion for delivering exceptional results and building lasting relationships.
Our Approach
We take a collaborative approach to sales, working closely with our clients and internal teams to develop customized solutions that meet their unique needs. Our team members are empowered to think creatively and drive innovation, ensuring we stay ahead of the curve in an ever-changing industry.
Key Responsibilities
- Develop and implement sales strategies to promote fixed group annuity contracts to employers.
- Identify and target new business opportunities through direct marketing, networking, and referrals.
- Build and maintain strong relationships with key stakeholders, including clients, recordkeeping firms, and internal teams.
- Stay up-to-date on industry trends, regulatory changes, and competitive landscape to provide informed guidance to clients.
Requirements
- Minimum 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.