What are the responsibilities and job description for the Sr. Sales Consultant position at Securian Financial Group?
Job Summary
Sales Sr Con - Ext Wholesaler IRS: 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.
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.
Qualifications
- 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.
