Advance Planning Counsel Director

Description:

We are looking for a high-energy, collaborative leader to be our Advanced Sales Director within the Individual Solutions market segment. In this role, you and your team of advanced sales professionals will support our regional sales directors and a wide variety of financial professionals in the sale of individual life insurance and annuities.

You will need to be comfortable wearing several hats:

working directly with our highest profile advisors, clients and their tax & legal counsel;

representing Securian Financial at industry events and in publishing industry pertinent articles;

owning the development and execution of the company’s advanced planning strategy;

consulting internally with risk, underwriting, legal and actuarial professionals; and being the leader and coach of credentialed (e.g., JD and/or CPA) senior consultants.

Responsibilities include, but are not limited to:

Oversee the design and implementation of Securian Financial’s vision for advanced sales support.

Build and maintain the company’s reputation as a leading provider of advanced sales consulting to financial professionals across the U.S.

Lead and develop team of senior consultants who can apply their legal, regulatory & tax expertise to high value case opportunities.

Provide technical expertise and training on tax and legal issues affecting sales ideas and practices, marketing material and illustration development.

Direct and participate in the development and presentation of advanced sales training for regional sales directors, channel partners and financial professionals.

Ensure that advanced sales presentations at channel partner and industry events are compelling and insightful.

Partner with marketing leadership to develop and distribute advanced sales and marketing materials, training and reference materials, case studies, articles, and other information and materials related to advanced sales concepts and planning strategies.

Protect the company by reviewing sales strategies to ensure they fit within the company’s risk appetite.