Strategic External Wholesaler - South Region

Securian Financial Group

Austin (TX)

On-site

USD 70,000 - 125,000

Full time

14 days+

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Benefits offered by this job

PTO & leave
Company holidays
401(k) with company match
Health insurance
Volunteer time off
Employee resource groups

Job summary

Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across the South territory. You will partner with BGAs, advisors, and distribution partners to grow business through SecureCare and collaborate with an Internal Wholesaler to align territory strategy.

Responsibilities include managing Linked Benefit sales, developing partnerships, and delivering Salesforce reports.

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.

Responsibilities

  • 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 (BGA's) 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.

Skills

External wholesaling
Autonomy
Sales skills
Interpersonal communication
Budgeting / expense management
Adaptability

Education

Bachelor's degree or equivalent
FINRA Series 6 & 63 licenses

Tools

Salesforce

Job description

Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across the South territory. You will partner with BGAs, advisors, and distribution partners to grow business through SecureCare and collaborate with an Internal Wholesaler to align territory strategy.

Responsibilities include managing Linked Benefit sales, developing partnerships, and delivering Salesforce reports.

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