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Channel Partner Consultant

companySecurian Financial Group
locationCottage Grove, MN 55016, USA
PublishedPublished: 1/25/2023
Full Time

Overview:

This role consults with our Securian Financial Network (SFN) channel partner firms, financial professionals, and staff to further the success of business unit strategy through the coaching, training, leadership development, and serving as a liaison to distribution partners.

Responsibilities include but not limited to:

  •   Help financial professionals make their practices more scalable and increase sales across all product lines, as well as grow revenue, grow their client base, and increase productivity
  •   Ensure that the distribution network and Securian’s goals and visions remain aligned to achieve mutual success
  •   Build and develop relationships with both channel partners and field leadership teams, and home office associates across all business lines
  •   Act as a resource for both financial professionals and home office associates to connect our field partners with the right individuals that can solve for their questions and problems
  •   Lead projects or project steps within a broader project and assist with on-going activities or objectives within the division

    Qualifications:

  •   Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines, not limited to, but including, financial professional practice business consulting and sales processes, funnels and conversations; client acquisition strategies and tactics; practice efficiency best practices across the financial services industry; CRM solutions, including Salesforce.com; trading and reporting software; etc.
  •   Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple priorities
  •   Strong attention to detail
  •   Strong communication skills to convey goals, needs, and wants and serve as a connector to match problems with the individuals who can solve those problems.
  •   Must hold active FINRA Series 7 & 66 licenses. Need to obtain Series 24 licenses within 6 months. In addition to FINRA exams, fingerprinting and background checks are conducted.

    Physical Job Requirements:

  •   Ability to utilize keyboard, mouse and computer for up to 8 hours per day
  •   Ability to work at least 40 hours per week
  •   Ability to utilize phone for 4-6 hours per day
  •   Ability to meet the physical demands of travel - approximately 20-25% a year. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel

    The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of jobs.

    Securian Financial has been around for 140 years. We’re committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There’s a reason our employees have voted us as a best place to work year after year! In addition:

  •   Generous paid time off. We want you to take time off for whatever matters most to you!
  •   Tuition reimbursement program. We value continuous learning at Securian!
  •   Company-funded pension plan as well as 401K retirement plan – great resources to secure your financial future.
  •   Continuous opportunities for new challenges.
  •   Variety of health plan options as well as dental and vision plans.
  •   Paid maternity/paternity leaves.

    Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at EmployeeRelations@securian.com.

    To view our privacy statement click here

    To view our legal statement click here

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