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Hybrid Wholesaler (RSD)

Sammons Financial Group

West Des Moines, Iowa

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JOB DETAILS
SALARY
SKILLS
Annuities, Business Plan, Business Services, Business Strategy, CLU, Communication Skills, Conferences, Data Analysis, Distribution Channel, Expense Management, Expense Reports, Finance, Financial Services, Follow Through, Homeland Security, Insurance, Life Insurance, Marketing, Marketing Campaign, Marketing/Sales Collateral, Meet Sales Quota, Presentation/Verbal Skills, Product Development, Product Management, Product Positioning, Product Programs, Promotional Programs, Recruiting/Staffing Agency, Registered Investment Advisor (RIA), Revenue Growth, Sales, Sales Campaigns, Sales Management, Sales Presentation, Sales Support, Sales Tools, Securities, Seminars, Social Security Administration, Team Player, Time Management, Training Program Development, Training/Teaching, Webinar, Willing to Travel, Writing Skills
LOCATION
West Des Moines, Iowa
POSTED
19 days ago
Overview: Responsible for achieving annuity sales, recruiting and other related goals within assigned region. Identify and build relationships with targeted insurance licensed producers, investment advisors and registered representatives to successfully market and drive annuity sales. If supporting North American Company, identify and build relationships with registered representatives that are appointed through partner Independent Marketing Organizations (IMOs) as well. Maintain and drive annuity sales through current loyalty and base agents. Position products, company benefits and value proposition through phone calls, face-to-face meetings and events. Responsibilities: • Work within region to achieve assigned annuity sales goals by promoting company’s products, services and benefits.
• Identify and build relationships with key producers through face-to-face meetings, regional events, phone calls, webinars and other forms of communication.
• Responsible for setting appointments and travel rotations in key areas to capitalize on opportunities. On average, up to 33% travel required.
• Develop and facilitate presentations to promote company and products at various conferences and events.
• Demonstrate strong ability to articulate the company’s strategy by presenting a compelling story about company strength, culture, values, products and services to drive sales growth and deepen relationships with producers and partners.
• Analyze data to gain a thorough understanding of region; use data to create quarterly business plans/goals and areas of focus to drive sales.
• Follow-up with attendees, active and recruits, after events to create interest in company products.
• Assist with developing and implementing training programs for new products, sales material and services and programs offered by the company.
• Support producers by providing training, case design, seminar assistance and company marketing collateral and forms.
• In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns. In partnership with the region's shared internal wholesaler, ensure that activity requirements and service standards are met at all times.
• Gather and maintain a strong knowledge of competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the producers to keep them involved with field climate, trends and other important strategic information.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
• Maintain a positive image of the company.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary. Qualifications:
  • Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination) Required
  • Ability to work independently and to communicate clearly and concisely with effective written and oral skills
  • Proven ability to build strong relationships both internally and externally
  • Excellent presentation skills, both in creation and delivery, to current and prospective producers’/distribution partners of Sammons Financial Group member companies
  • Thorough knowledge of sales and marketing principles and practices
  • Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
  • Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
  • Effective organizational, time management, sales and presentation skills
  • State life insurance licenses Preferred
  • CLU Or
  • ChFC Or
  • CFP Preferred
  • Travel within region up to 33% required
Suitability Requirements: • Criminal background check required.
• If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.
Pay Transparency Verbiage:

Base Salary: $70,000 + Sales Incentive

Company Information: •Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
•Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
•Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
•Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
•Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
•Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
•An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
Work Authorization/Sponsorship: At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Additional Information:

Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.

E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.

 

About the Company

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Sammons Financial Group