Role Description
Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors, and key distribution partners, helping them grow their businesses through Securian's innovative linked benefit solution, SecureCareβ’.
-
Manage the Linked Benefit (SecureCare) sales effort for the south territory (TX, KS, MO, AR, LA, OK, NM, CO, MS) through personal visits to establish, maintain and strengthen relationships with assigned Brokerage General Agencies (BGAβs) as well as their employees and the advisors whom they support.
-
Develop strong partnerships with the marketers, financial professionals (as applicable), and case managers by helping the agency partner build their business through value-added sales strategies.
-
Work closely with internal wholesaler on business planning to ensure consistent sales message and all administrative details are completed.
-
Maintain detailed database of existing and prospective agency partners, utilizing data to customize sales campaigns.
-
Conduct frequent sales activities and product training for existing and prospective partners.
-
Conduct public and client appreciation seminars/events.
-
Manage travel expenses and budgets effectively.
-
Deliver administrative reports in a timely manner by using Salesforce.
-
Assist marketing and product development in creating new materials and designing new product solutions.
Qualifications
-
External wholesaling experience preferably with Linked Benefit/Hybrid Long Term Care products.
-
Ability to work autonomously with little direct supervision.
-
Demonstrated sales skills with strong interpersonal and communication skills.
-
Technical skills to use Salesforce and Microsoft Office Applications (Excel, Word, PowerPoint, etc.).
-
Excellent time management skills with the ability to handle multiple tasks in an ever-changing environment.
-
Flexibility to adapt to a growing organization.
-
Ability to manage expenses and be fiscally responsible and accountable.
-
Must have Life/Health insurance license.
Requirements
-
Bachelor's degree or equivalent work experience.
-
Prior internal or external wholesaling experience.
-
Active FINRA Series 6 & 63 licenses.
Benefits
-
Paid time off: Flexibility for associates to take meaningful time away from work.
-
Leave programs: Flexible leave for parental, caregiver, bereavement, and military leave.
-
Holidays: Nine company paid holidays.
-
Company-funded pension plan and a 401(k) retirement plan: Up to 10 percent company contribution based on performance.
-
Health insurance: Medical, dental, and vision coverage from the first day of employment.
-
Volunteer time: Paid time off for volunteering and a matching gift program.
-
Associate Resource Groups: Opportunities to connect and build relationships through various interest groups.