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Internal Annuity Wholesaler

companyKSM- Securian Financial Group
locationSt Paul, MN 55129, USA
PublishedPublished: 4/14/2023
Full Time

*At Securian Financial Group the internal title for this position is Internal Sales Sr. Analyst.

Overview:

Securian Financial is currently hiring an Internal Sales Analyst (Internal Annuity Wholesaler) to join our fast-paced sales team working with our annuity product line. This position will provide a variety of services and support to our external facing sales team.

Responsibilities Include But Not Limited To:

  • Partner with an External Wholesaler to develop and execute on territory sales plan.
  • Creates and identifies sales opportunities through proactive and follow up sales calls.
  • Cultivate new annuity sales opportunities and further develop existing financial advisor relationships within the focus list.
  • Help coordinate and execute territory marketing campaigns, call campaigns, and other sales activities that drive territory growth.
  • Effectively utilize sales and marketing resources to increase annuity market share.
  • Track and report activity metrics via SalesForce CRM.
  • Provides reactive sales support on incoming calls, as subject matter expert on all annuity solutions.

    Qualifications:

  • Self-starter willing to take on responsibilities beyond what is required; volunteers to take on new assignments.
  • Strong interpersonal, written, and verbal communication skills are required.
  • Ability to work with a moderate level of guidance and direction
  • High attention to detail
  • Ability to succeed in fast paced, sales oriented, and deadline-oriented environment

    Preferred Qualifications:

  • Knowledge in the annuity or life insurance wholesaling space in the financial service industry.
  • Previous inside or outside sales experience.
  • Previous wholesaling or related experience in the financial services industry.
  • FINRA Series 6/63 and state Life/Health Insurance licensures.

    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 2-3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. When working in our offices at least two days per week isn’t feasible (vacations, illness, travel, etc.), an eight day per month standard is an option.

    Physical Job Requirements:

  • Ability to work at least 40 hours per week.
  • Ability to utilize keyboard, mouse and computer for up to 1-4 hours per day.
  • Ability to utilize telephone for approximately 6-8 hours per day.
  • Ability to perform simple grasping including handwriting, paper manipulation, sorting, folding, etc. periodically throughout entire workday.

    The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    of jobs.

    Securian Financial has been around for 140 years. We’re committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There’s a reason our employees have voted us as a best place to work year after year! In addition:

  •   Generous paid time off. We want you to take time off for whatever matters most to you!
  •   Tuition reimbursement program. We value continuous learning at Securian!
  •   Company-funded pension plan as well as 401K retirement plan – great resources to secure your financial future.
  •   Continuous opportunities for new challenges.
  •   Variety of health plan options as well as dental and vision plans.
  •   Paid maternity/paternity leaves.

    Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at EmployeeRelations@securian.com.

    To view our privacy statement click here

    To view our legal statement click here

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