Trabajos
>
Madrid

    Advanced Sales Counsel - Madrid, España - Securian Financial Group

    Securian Financial Group
    Securian Financial Group Madrid, España

    hace 4 días

    Default job background
    De jornada completa
    Descripción

    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.

    Responsibilities include, but are not limited to:

  • 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

    • Qualifications:

  • FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
  • Bachelor's degree required, J.D. or CPA strongly preferred
  • 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
  • Demonstrated written, verbal and presentation skills
  • 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
  • Excellent planning and organizational skills to handle multiple assignments and requests simultaneously, including the ability to appropriately prioritize time-sensitive tasks
  • Initiative, self-awareness, and orientation for results
  • Strong understanding of placing individual life insurance, annuity, and/or linked benefit products that fit within an individual's financial goals
  • Strong attention to detail, with an ability to perform quickly and accurately under pressure
  • Creative and flexible mindset and a willingness to change priorities when necessary
  • Ability to handle cyclical work volumes with a pleasant and professional demeanor
  • Ability to travel approximately 20% of the time

    • Preferred Qualifications:

  • J.D., CPA, CFP, CLU, and/or ChFC
  • 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
  • Ability to work with others in a collaborative team environment

    • **Securian Financial Group's internal position title is Law Services Sr Consultant.

    Physical Job Requirements:

  • Ability to work at least 40 hours per week
  • 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

    • 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.

    Be you. With us. 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. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

    Paid time off:

  • We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
  • Leave programs: 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: 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: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability
  • Pride at Securian Financial
  • Securian Young Professionals Network
  • Securian Multicultural Network
  • Securian Women and Allies Network
  • Servicemember Associate Resource Group
  • Hexagon Asset Lifecycle Intelligence

    Associate Division Counsel

    hace 5 días

    Hexagon Asset Lifecycle Intelligence Madrid, España

    **Responsibilities**: · **Hexagon's Asset Lifecycle Intelligence division**(Hexagon) is seeking an Associate Division Counsel. · The Associate Division Counsel will support the Regional Division Counsel, who has the responsibility for all legal matters in the following regions: F ...

  • BANCO SANTANDER S.A.

    Technology Legal Counsel

    hace 1 día

    BANCO SANTANDER S.A. Madrid, España

    TECHNOLOGY LEGAL COUNSEL - LYNX · Country: Spain · **Lynx Financial Crime Tech is looking for a LEGAL COUNSEL, based in our MADRID office.** · **WHY YOU SHOULD CONSIDER THIS OPPORTUNITY** · **Lynx Financial Crime Tech S.A **. We are an AI-driven software company specializing in d ...

  • The Green Recruitment Company

    Legal Counsel

    hace 1 día

    The Green Recruitment Company Madrid, España

    Posted 17 April 2023 · Salary Competitive Salary (DOE) · LocationMadrid · Job type Permanent · DisciplineRenewable Energy & Infrastructure · ReferenceGCLI-2APR23 · Contact NameGuillermo Camarasa · The Green Recruitment Company is searching for a Legal Counsel project to join a le ...

  • Talend

    Associate Commercial Legal Counsel

    hace 5 días

    Talend Madrid, España

    WHO WE ARE: · Talend, a leader in data integration and data governance, is changing the way the world makes decisions. In order to compete and win, IT and business leaders need data that they can trust and understand instantly. Talend Data Fabric is the only platform that seamles ...

  • FMC Corporation

    Sales Representative

    hace 1 día

    FMC Corporation Madrid, España

    Role Overview: · FMC Agricultural Solutions SAU is looking for a Sales Representative to be responsible for Almería area, Malaga coast and Granada coast in the South of Spain. You will report into the Sales Manager. · Primary responsibilities: · - Develop a proposal for the Annua ...

  • MULTIASISTENCIA S.A

    Legal Counsel

    hace 4 días

    MULTIASISTENCIA S.A Madrid, España

    **LEGAL COUNSEL · **Necessary Features**: · Important innovative and global multinational, with more than 35 years of specialization in multi-risk claims management, located in the north of Madrid, seeks to incorporate a Corporate Legal Manager for its Madrid offices. · Having a ...

  • LetMeShip

    Sales Executive and Logistics Consultant

    hace 1 día

    LetMeShip Madrid, España

    **Your mission**: · We are LetMeShip and aim to become the European market leader for multi-carrier shipping solutions. For 20 years, our software has provided competitive advantages as well as cost and time savings for courier, express and parcel services. · Due to our strong gr ...

  • BNP Paribas

    Legal Counsel

    hace 3 días

    BNP Paribas Madrid, España

    Our value proposition is based on a payment account, with a domestic IBAN and a Mastercard debit card that customers can open at certain lottery or tobacco shops in their neighborhood. This unique business model already serves more than 3 million customers and has more than 7,000 ...

  • BioCatch

    Contract Negotiator

    hace 1 semana

    BioCatch Madrid, España

    We are looking for a hardworking and self-motivated individual with commercial contract management experience, and at least 5 years of experience in global technology companies and/or start-ups to join our growing Legal team in the role of **Contract Negotiator - Commercial Contr ...

  • VF

    Manager, Key Account

    hace 6 días

    VF Madrid, España

    We are looking for a Key Account Manager to coordinate and control the ECI concession business, looking for opportunities and growing the business in this important client in the concessions as well as in the digital channel. · The KAM will be eventually supporting the Sales Mana ...

  • BayWa r.e.

    Legal Counsel Madrid

    hace 6 días

    BayWa r.e. Madrid, España

    BayWa r.e. · Madrid, Sagasta 31-33, planta 4, 28004, Madrid, Spain · Fulltime · **Legal Counsel Madrid (M/F/d) - Renewable Energy**: · **BayWa r.e.** is the home for change makers. We r.e. think energy - how it is produced, stored and can be best used to enable the global renewab ...

  • Imperial Brands

    Legal Affairs Manager

    hace 4 días

    Imperial Brands Madrid, España

    **UP FOR AN EXCITING NEW CHALLENGE?** · We're a truly international company, fourth largest in our industry and operating across 120 markets. An inclusive, innovative global FMCG business supported by over 27,500 employees. As we embrace a new era of growth, we are transforming. ...

  • Celonis SE

    Business Development Representative

    hace 3 días

    Celonis SE Madrid, España

    We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join ...

  • Edgard & Cooper

    Junior Field Sales Madrid

    hace 6 días

    Edgard & Cooper Madrid, España

    **Our mission** · In 2016, our founders wanted to feed their dogs - named Edgard and Cooper - pet food they could feel good about. The kind of food that was as good for the planet as it was for their pets. But when they couldn't find this, they decided to make their own. Now, 6 y ...

  • Edgard & Cooper

    Weekend Job Pet Food

    hace 1 día

    Edgard & Cooper Madrid, España

    **Our mission** · In 2016, our founders wanted to feed their dogs - named Edgard and Cooper - pet food they could feel good about. The kind of food that was as good for the planet as it was for their pets. But when they couldn't find this, they decided to make their own. Now, 6 y ...

  • Celonis SE

    Enterprise Account Executive

    hace 1 semana

    Celonis SE Madrid, España

    We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join ...

  • Celonis SE

    Enterprise Account Executive

    hace 5 días

    Celonis SE Madrid, España

    We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join ...

  • EQS Group AG

    Sales Contracts Manager

    hace 1 día

    EQS Group AG Madrid, España

    **JOIN OUR TEAM**: · - Join our amazing Sales team where we focus on converting prospects into customers. Our Sales Contracts Manager ensures our sales team is empowered to create and close contracts quickly. If you're passionate about _ · **providing operational support**: · - a ...

  • Hitachi Vantara Corporation

    Legal & Data Privacy Counsel

    hace 6 días

    Hitachi Vantara Corporation Madrid, España

    **Role Title: Commercial and Data Privacy Counsel** · **Location: Madrid/Barcelona/Lisbon/Porto** · **Summary of Role** · We are seeking a qualified lawyer (5-8 years PQE) who is fluent in English and Spanish and, preferably, also in Portuguese to join our EMEA legal team. · **Wh ...

  • Hitachi Vantara

    Legal & Data Privacy Counsel

    hace 5 días

    Hitachi Vantara Madrid, España

    **Role Title: Commercial and Data Privacy Counsel** · **Location: Madrid/Barcelona/Lisbon/Porto** · **Summary of Role** · We are seeking a qualified lawyer (5-8 years PQE) who is fluent in English and Spanish and, preferably, also in Portuguese to join our EMEA legal team. · **Wh ...