What are the responsibilities and job description for the Sr. Sales Consultant position at Securian Financial Group?
Job Summary
We are seeking a highly motivated and experienced Senior Sales Consultant - Institutional Retirement to join our team. The primary focus of this role is to sell fixed group annuity contracts to employers, providing longevity solutions and capital preservation investment options for defined contribution plans.
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.
Requirements
- 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.
Preferred Qualifications
- Bachelor's degree in business, finance, or a related field.
- Experience in the retirement solutions industry.
About Us
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships.
Benefits
- Paid time off: We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
- Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
- Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent.
- Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
- Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
- Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs.