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Securian Financial Group

Mutual holding company delivering insurance, investments

Internal Annuity Wholesaler - Internal Sales Senior Analyst - Annuities

Account ManagementConfirmed live in the last 24 hours
Full-timeSt Paul, MN, USA

About the Job

Requirements

  • The candidate must be a self-starter with a proactive mindset and willingness to take on new challenges.
  • The candidate must have strong interpersonal, verbal, and written communication skills.
  • The candidate must be able to work independently with moderate guidance.
  • The candidate must have high attention to detail and strong organizational skills.
  • The candidate must be comfortable in a fast-paced, sales-driven, and deadline-oriented environment.
  • The candidate must hold FINRA Series 6 and 63 licenses and state Life and Health Insurance licenses, or be able to obtain them within six months of hire.

Responsibilities

  • Partner with an External Wholesaler to develop and execute a strategic territory sales plan.
  • Proactively identify and pursue sales opportunities through outbound and follow-up calls.
  • Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list.
  • Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth.
  • Leverage sales and marketing tools to increase annuity market share.
  • Track and report activity metrics using Salesforce CRM.
  • Provide responsive sales support and serve as a subject matter expert on annuity solutions.

Desired Qualifications

  • Experience in annuity or life insurance wholesaling within the financial services industry.
  • Previous inside or outside sales experience.
  • Prior wholesaling or related experience in financial services.
  • Consulting skills.
  • Customer service skills.
  • Emotional intelligence.
  • External communication skills.
  • Internal communications skills.
  • Persuasion skills.
  • Relationship-building skills.

About the Company

Securian Financial Group

Mutual holding company delivering insurance, investments

Securian Financial Group is a mutual holding company that offers a range of financial protection and planning products. It sells individual and group insurance (term life, illness, and accident) as well as credit life and disability products, and it provides investment and retirement solutions. Its products provide financial protection or income support, such as life benefits, medical cost coverage, loan payoff on death, and income replacement during disability, along with saving for retirement. It differentiates itself by being owned by policyholders rather than public shareholders and by operating through multiple subsidiaries to serve a broad U.S. market, with the goal of helping people manage financial risk and plan for retirement.

Company size
Not listed
Company stage
Not listed
Total funding
$138.8M
Headquarters
St Paul, MN
Founded
1880

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