Internal Annuity Wholesaler

Securian Financial Group

Minnesota

Hybrid

USD 50,000 - 90,000

Full time

13 days ago
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Benefits offered by this job

Hybrid work
Sales incentive

Job summary

Securian Financial Group in Saint Paul, MN is seeking an Internal Annuity Wholesaler to support the external sales team and grow annuity sales.

You will partner with the External Wholesaler, target opportunities with financial advisors, coordinate campaigns, and track activity in Salesforce CRM. Licenses (FINRA 6/63 and Life/Health) or ability to obtain them within 6 months are required.

Hybrid work with 3 days/week in the office; base pay $50k–$90k with a target total cash of $85k–$125k.

Qualifications

  • Self-starter with a proactive mindset.
  • Strong interpersonal, verbal, and written communication skills.
  • Ability to work independently with moderate guidance.
  • FINRA Series 6/63 and Life/Health licenses or the ability to obtain licenses within 6 months.

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.

Skills

Strong communication
Sales mindset
Relationship building
Proactive

Education

FINRA Series 6/63 Licenses or ability to obtain within 6 months

Tools

Salesforce CRM

Job description

## Internal Annuity WholesalerApply: Saint Paul, MN Campus: Full time: Posted 3 Days Ago: R-010856**Overview:**Securian Financial is currently hiring an **Internal Annuity Wholesaler** to join our fast-paced sales team focused on our annuity product line. In this role, you will provide critical support to our external sales team and play a key role in driving sales growth through strategic relationship-building and proactive outreach.**Responsibilities include but not limited to:*** 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.**Qualifications:*** Self-starter with a proactive mindset and willingness to take on new challenges.* Strong interpersonal, verbal, and written communication skills.* Ability to work independently with moderate guidance.* High attention to detail and strong organizational skills.* Comfortable in a fast-paced, sales-driven, and deadline-oriented environment.* FINRA Series 6/63 and state Life/Health Insurance licenses or the ability to obtain licenses within 6 months of hire date.**Preferred 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.*If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply. You may be just the right candidate for this or other roles at Securian Financial!*\\*At Securian Financial the internal title for this position is Internal Sales Sr Analyst - Annuities.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 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.**Preferred Skills:**Consulting, Customer Service, Emotional Intelligence, External Communication, Internal Communications, Persuasion, Relationship BuildingThe estimated base pay range for this job is:$50,000 - $90,000Base pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. This job also includes sales-based incentive opportunity resulting in target total cash compensation of **$85,000 - $125,000**. Actual total cash compensation earned will be based on sales results. More information on base pay and sales-based incentive pay can be discussed with a member of the Securian Financial Talent Acquisition team.
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