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Are you a high-energy, collaborative, experienced professional who has a passion for consulting, training, and educating on complex cases in the estate and tax planning space? Are you an experienced legal or tax professional seeking a non-traditional role in an engaging and collaborative environment?
As Advanced Sales Counsel, you will identify the needs of clients, consult with our sales teams and channel partners, and ultimately recommend compelling solutions. Specifically, this role supports our Individual Solutions sales teams with life and long-term care insurance, annuities, estate, business & financial planning opportunities. The goal of this position is to deepen relationships with our channel partners and enhance our ability to deliver powerful solutions to our target customers.
We are looking for a thought leader and experienced professional in one or more of the following Advanced Sales areas: estate planning, tax planning, charitable planning, long-term care planning, and executive compensation strategies.
Responsibilities include, but are not limited to:
Provides technical expertise, training, and consultation on tax and legal issues affecting sales ideas and practices, marketing, and business development.
Provides advanced sales case design expertise for our channel partners by identifying client needs, developing innovative strategies to meet their needs, and coordinating the delivery of appropriate sales solutions.
Assists and participates in the development and presentation of advanced sales training for financial professionals, channel partners, independent broker-dealers, and other field personnel.
Creates and delivers relevant and timely content/presentations at field and regional meetings.
Works with home office associates, field leaders, and financial professionals to develop and distribute consumable sales and marketing materials, training and reference materials, case studies, articles, and other information and materials related to advanced sales concepts and planning strategies.
Review and summarize client's existing estate, business, and tax planning documents to identify sales opportunities.
Protect the company by reviewing sales strategies to make sure they fit within our risk appetite.
Travel approximately 20% of the time
Qualifications:
FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
Bachelor's degree required, J.D. or CPA strongly preferred
Experience with advanced sales concepts and planning strategies such as: estate tax planning and minimization, charitable planning, premium financing, executive compensation, business succession planning, income tax planning
Demonstrated ability and experience to communicate and consult on complex strategies and financial concepts in an easy-to-understand and creative manner for financial professionals, clients and their tax and legal partners
Demonstrated written, verbal and presentation skills
Maintains presence and stays current in the greater estate, business, tax, and financial planning community
Strong partnership mindset with an aptitude for developing effective relationships with a wide variety of internal and external associates
Excellent planning and organizational skills to handle multiple assignments and requests simultaneously, including the ability to appropriately prioritize time-sensitive tasks
Initiative, self-awareness, and orientation for results
Strong understanding of placing individual life insurance, annuity, and/or linked benefit products that fit within an individual's financial goals
Strong attention to detail, with an ability to perform quickly and accurately under pressure
Creative and flexible mindset and a willingness to change priorities when necessary
Ability to handle cyclical work volumes with a pleasant and professional demeanor
Ability to travel approximately 20% of the time
Preferred Qualifications:
J.D., CPA, CFP, CLU, and/or ChFC
3+ years previous experience in the financial services or legal industry that directly aligns with the specific responsibilities for this position
Advanced Sales experience in one or more of these areas: estate, tax, and/or business owner planning strategies.
Proficiency in educating and training financial professionals on products, procedures and software used in Advanced Sales plan design and financial planning
Experience in working with financial professional or a sales distribution channel. Demonstrated ability to respond to complex issues in a sales environment
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Ability to work with others in a collaborative team environment
**Securian Financial Group's internal position title is Law Services Sr Consultant.
Physical Job Requirements:
Ability to work at least 40 hours per week
Ability to utilize keyboard, mouse and computer for up to 3-6 hours per day
Ability to utilize telephone for approximately 1-3 hours per day
Ability to meet the physical demands of travel - approximately 20 - 30% of the time. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel
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.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
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. The amount is based on company results compared to goals related to earnings, sales and service.
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. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY).
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Securian Financial Group, Inc. considers applicants for all positions without regard to race, color, creed, religion, national origin, sex, gender identity, sexual orientation, genetic information, age, marital or familial status, status with regard to public assistance, disability, or Veteran status. All applicants will be considered solely on the basis of their qualifications.