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Sammons Financial Group Companies · 1 month ago

Hybrid Onboarding Wholesaler (ROM)

West Des Moines, IA

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $70K/yr

5+ years exp

Sammons Financial Group Companies is focused on recruiting and training new Investment Advisor Representatives and Insurance licensed producers. The role involves achieving annuity sales goals, onboarding new producers, and facilitating recruiting campaigns within the assigned region.

FinanceFinancial ServicesRetirement

Growth Opportunities

No H1B

Responsibilities

Work within assigned region to achieve assigned annuity sales goals

Identify and build relationships with prospects in region through face-to-face meetings, regional industry events, phone calls, webinars and other forms of communication in order to appoint new producers within assigned region

Onboard new producers by promoting company products, services, and benefits. Create and provide business plans/goals and train new agents/producers

Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting and production goals

Partner with External and Internal wholesaler in region to best achieve recruiting and sales goals

Attend, facilitate agent training, and promote company and products at various industry conferences as necessary

Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about company strength, culture, values, products and services

Deliver presentations educating producers and distribution partners on company, product, and services in order to recruit quality agents to the company

Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company

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

A minimum of 25% travel in region for various producer meetings

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

Qualification

Sales experienceAnnuity products knowledgePresentation skillsRelationship buildingOrganizational skillsTime managementTraining developmentSalesMarketing principlesState life insurance licensesEffective communication

Required

Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination)

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 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

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

Preferred

State life insurance licenses

Travel within region 25% of time

Benefits

Health

Dental

Vision

Company Paid Retirement

PTO

Holiday Pay

Employee Stock Ownership Plan (ESOP)

Incentive program for defined goals

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.

Founded in 1938

West Des Moines, Iowa, USA

1001-5000 employees