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Real Estate Consulting Counsel - Elk River, MN, United States - Securian Financial Group
Description
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.
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.
Travel approximately 20% of the time
Bachelor's degree required, J.
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
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
Strong understanding of placing individual life insurance, annuity, and/or linked benefit products that fit within an individual's financial goals
Creative and flexible mindset and a willingness to change priorities when necessary
Ability to travel approximately 20% of the time
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
~ Securian Financial Group's internal position title is Law Services Sr Consultant.
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 % of the time. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
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: 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.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.
We know the importance of community. Mental Wellness and DisabilityPride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
In all cases, the plan document dictates coverage and provisions.
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 , by telephone voice), or 711 (Relay/TTY).
To view our legal statement click herePandoLogic.