Internal Annuity Wholesaler

Securian Financial; Saint Paul (MN); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health insurance

PTO and holidays

401(k) retirement plan

Pension plan

Volunteer time

Hybrid work model

Job summary

Securian Financial is hiring an Internal Annuity Wholesaler to support our annuity product line and drive growth with financial advisors. You will work closely with the External Wholesaler to execute territory plans, identify opportunities, and coordinate marketing efforts.

The role emphasizes proactive outreach, CRM tracking, and subject-matter expertise in annuity solutions. This position offers hybrid work with in-office collaboration 3 days per week if within commuting distance, plus a base

Qualifications

• FINRA Series 6/63 and state Life/Health Insurance licenses or ability to obtain 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.
• 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

Self-starter

Interpersonal skills

Verbal and written communication

Independent with guidance

Attention to detail

Fast-paced environment

Tools

Salesforce

Job description

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

• 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.

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 Building

The Estimated Base Pay Range For This Job Is

$50,000 - $90,000

Base 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.

Paid Time Off

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
• Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
• Holidays: Securian provides nine company paid holidays.

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

• Environmental Health & Sustainability
• 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.

Equal Employment Opportunity Statement

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 [e-mail], by telephone [phone] (voice), or 711 (Relay/TTY).

Securian Financial is a drug-free workplace.

To view our privacy statement click here

To view our legal statement click here