Advanced Sales Counsel

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.

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.

The estimated base pay range for this job is $110,000 - $205,000. Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc.

This job may also be eligible for a performance-based incentive program. More information will be provided during the hiring process and can be discussed with a member of the Securian Financial Talent Acquisition team.

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