Administrative Skills, Business Services, Competitive Analysis/Strategy, Establish Priorities, Finance, Financial Planning, Financial Services, Health Plan, Homeland Security, Illustrating Ability, Industry/Trade Analysis, Inside Sales, Interpersonal Skills, Investment Strategy, Lead Generation, Life Insurance, Marketing Requirements Document (MRD), Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Recruiting/Staffing Agency, Retail, Revenue Growth, Sales, Sales Administration, Sales Support, Series 6, Social Security Administration, Team Player, Telephone Skills, Time Management
• Effectively assist financial advisers with problem resolution, illustration design, email/mail illustrations and order materials as needed.
• Establish relationships with the service center associates to assist the sales desk with problem resolution and case follow up.
• Navigate the organization to and available resources to provide problem resolution assistance to financial advisers across the country. Know when and to whom calls will be escalated to if caller is not satisfied. Follow proper procedure for issue escalation involving management and/or other departments.
• Execute consistent follow up with internal/external wholesalers to communicate financial adviser interaction, assistance provided and next steps to advance the sales process and deepen adviser relationships.
• Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
• Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization
• 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.
• Other duties as assigned.
Qualifications:
- Bachelor's Degree Preferred
- 1-3 years' financial services sales experience Preferred
- Solid presentation skills and public speaking skills
- Strong interpersonal and relationship building skills to allow for collaborative work effort
- Knowledge of the retail retirement products
- Ability to interact with all levels of internal and external resources, vendors as well as other departments
- Strong problem solving abilities
- Professional maturity to effectively interface with financial advisors
- Strong organizational and time management skills with ability to manage multiple priorities and requests for assistance.
- If supporting SRS or FIS: SIE, Series 6 and 63 or ability to obtain within 120 Days Required
- If supporting MRD, SIE, Series 6 and 63 Preferred
- State life insurance license or ability to obtain within 120 Days Required
Suitability Requirements:
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.
Pay Transparency Verbiage:
Base Salary: $45,000 + 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.