Sammons Financial Group Companies · 3 days ago
Regional Vice President - Georgia
Georgia, United States
Full-time
Remote
Mid, Senior Level
5+ years exp
Maximize your interview chancesFinanceFinancial Services
No H1B
Hiring Manager
Christina Fridrich
Insider Connection @Sammons Financial Group Companies
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Responsibilities
Operate assigned region within sales forecast in order to exceed objectives in both quantity and quality of sales, while providing a full range of management and sales services for assigned geographic territory.
Recruit qualified General Agents who meet the company’s profile and hiring guidelines; minimum recruiting goals shall be established annually.
Build relationships with key distributors and producers; attend major producer events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributors.
Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices.
Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business unites for the best results for Sammons Financial Group Companies as a whole.
Understand and communicate all of the Company’s life products, their uses, applications and sales scenarios for each; promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results.
Provide documentation and recommendations on agency development issues as needed.
Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer with regard to profitability measures, paid case ratio, persistency and debit balances; directives to the producer to stop detrimental sales practices, termination of producers.
Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of the RVP’s objectives by measuring the region’s activity, recruiting, and sales.
Support expense management by completing accurate travel expense reports on a timely basis.
Attend Home Office and industry training meetings.
Frequent in-region travel for agent meetings; approximately 50% overnight or road travel expected.
Maintain a full time work schedule as established by the Company.
Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.
Perform administration support functions on behalf of Parkland Securities in its capacity as wholesale distributor for variable insurance products issued by Midland National Life Insurance Company.
Report activity into Company ‘CRM’ on a weekly basis.
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.
Qualification
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Required
Bachelor's Degree with emphasis in Marketing, Business Administration, Economics, or equivalent business experience
Series License-6 or ability to obtain within 180 Days
Series License-63 or ability to obtain within 180 Days
Criminal background check required
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
FINRA regulations require fingerprinting for this position
Preferred
Prior recruiting experience
Sales management experience
Minimum 5 years' experience in financial services industry with demonstrated successful track record
ChFC
CLU
Benefits
Health
Dental
Vision
Company Paid Retirement
PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP)
Healthy balance between work and personal lives
Competitive PTO
Generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Company
Sammons Financial Group Companies
Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today’s most sought after life insurance, annuity, and retirement products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Esfand Dinshaw
President & Executive Committee Member
Recent News
2024-12-03
FinTech Global
2024-11-15
2024-10-21
Company data provided by crunchbase
