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Regional Sales Associate, MRD (DC, DE, KY, MD, W.PA, WV) job in Baltimore at Sammons Financial

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Regional Sales Associate, MRD (DC, DE, KY, MD, W.PA, WV) at Sammons Financial

Regional Sales Associate, MRD (DC, DE, KY, MD, W.PA, WV)

Sammons Financial Baltimore, MD Full-Time
Title: Regional Sales Associate, MRD

Regions: Delaware, Kentucky, Maryland, Western Pennsylvania, West Virginia

Job Summary: Responsible for achieving annuity sales, recruiting, and other related goals within assigned region for Midland National Life (MNL) Insurance Company. Identify and build relationships with targeted Financial Advisors and Broker Dealer Partners to successfully market and drive annuity sales. Position product and company benefits and strengths through phone calls and face-to-face meetings.

Essential Functions:

* Work within assigned region to achieve assigned annuity sales goals.
* Identify and build relationships with key producers in region through face-to-face meetings, regional industry events, phone calls, and other forms of communication in order to achieve annuity sales goals.
* 10%-25% travel in region for various producer meetings.
* Drive fixed annuity product sales by promoting companies? products, services, and benefits. Create and provide business plans/goals and train and support agents/producers.
* Provide producer training and carry out sales campaigns to producers within region and other distribution partners to assist the company in meeting production goals.
* Attend, facilitate agent training, and promote company and products at various Broker Dealer and industry conferences as necessary.
* Demonstrate strong ability to articulate the Company's strategy by presenting a compelling story about company's strength, culture, values, products, and services to drive sales growth and deepen relationships with producers and partners.
* Deliver presentations educating producers and distribution partners on company, product, and services in order to drive quality annuity sales to the company.
* Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting goals.
* Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company.
* Provide assistance and information to producers on company products, policies, and procedures.
* Collaborate with management in the implementation of outbound phone campaigns and other programs to be carried out from the home office. In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region. This includes ensuring that activity requirements and service standards are met at all times.
* Gather and maintain competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the agents?/distribution partners 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 (Respect, Accountability, Integrity, and Openness)
* 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.

Qualifications:

* Bachelor's Degree preferred
* Minimum 5 years' experience in financial services industry (internal, external or combination) preferred
* Ability to work independently and to communicate clearly and concisely with effective written and oral skills
* Proven ability to build strong relationships-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
* Criminal background check required.
* 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.

Reports to:

Grade: 000

Licenses and Certifications:

* Series License-6 preferred
* Series License-63 preferred
* CLU preferred
* ChFC preferred
* CFP preferred

Travel:

* 10% Travel within region

Recommended Skills

  • Advertising Campaigns
  • Certified Financial Planner
  • Communication
  • Fair Credit Reporting Act
  • Finance
  • Interpersonal Skills
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