Sammons Financial Group Companies · 13 hours ago
Regional Vice President - Indiana/Kentucky Region
Kentucky, United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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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.
If working for MNL channel, 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 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.
Report activity into Company ‘CRM’ on a weekly basis.
Qualification
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Required
If working for NA channel, prior recruiting experience
Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
Demonstrated excellent communication and presentation skills
Demonstrated positive, professional image and conduct, which adheres to the Company’s core values; This includes but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
Demonstrated exceptional working knowledge of life insurance products
Criminal background check required.
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.
Report activity into Company ‘CRM’ on a weekly basis.
Preferred
Bachelor's Degree with emphasis in Marketing, Business Administration, Economics, or equivalent business experience
Minimum 5 years' experience in financial services industry with demonstrated successful track record
Sales management experience
ChFC
CLU
Benefits
Health
Dental
Vision
Company Paid Retirement
PTO
Holiday Pay
Employee Stock Ownership Plan (ESOP)
Healthy balance between work and personal lives
Friday afternoons off all year long
Competitive PTO
Generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Monetary rewards are based on individual and/or overall company 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.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Esfand Dinshaw
President & Executive Committee Member
Recent News
FinTech Global
2024-11-15
2024-10-21
Company data provided by crunchbase
