Apply on Employer Site

Sammons Financial Group Companies · 1 day ago

Internal Wholesaler - Life

Sioux Falls, SD

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Sammons Financial Group Companies is focused on increasing sales of Life products through effective sales and marketing strategies. The Internal Wholesaler will manage sales in assigned regions, cultivate relationships with agents, and support the sales process to drive growth and achieve sales goals.

FinanceFinancial ServicesRetirement

Growth Opportunities

No H1B

Hiring Manager

Theresa Sherry

Responsibilities

Work within assigned channel/region, and in close partnership Sales Vice Presidents/Regional Vice Presidents, to develop and execute sales and marketing plans to achieve assigned sales goals

Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies’ strength, culture, values, products, and services to drive sales growth and deepen relationships with agents/MGAs

Establish and cultivate relationships with assigned group of agents and/or MGA contacts through regular contact to develop, grow and drive sales while enhancing relationships. This includes executing on all facets of the sales process with the ultimate goal of helping the agent to grow his/her business and increasing sales volume

Work with agents/MGAs in the region to deliver on a variety of sales needs – including development of life case design, product selection consultation, and product information (including competitive positioning). Capitalize on opportunities to persuade agents/MGAs of product competitiveness and company strength

Responsible for contacting and managing contracting paperwork for recruits in assigned region – including focused and consistent follow-up on all recruit leads including agent referrals, recruiting lists, agent direct inquiries and Bank/Broker Dealer leads

Play a key role in coordinating new agent/ MGA onboarding and providing solutions to other training needs to ensure understanding of how to effectively and efficiently do business within Life Division

Utilize sales and marketing skills to identify and rank agents/MGAs with potential for placing and growing business. Determine priority of contacting the various groups of agents/MGA contacts in assigned region with focused efforts on increased sales and driving growth

Respond to calls and e-mail correspondence from agents/MGAs to provide support on products, marketing and sales materials, sales concepts, product education, case design, and advanced illustration support

Responsible for creating and developing sales presentations that are utilized by internal and external sales teams in webinars and meetings with distribution partners

Present sales concepts to agents/MGAs in webinars and live presentations through an established process to help them grow their business

Collaborate with management, and actively participate in the implementation of targeted outbound phone campaigns, marketing programs, and effective messaging to be executed from the home office. Recommend, create, implement, and follow-through on sales and marketing initiatives within assigned region

Gather and maintain agent/MGA profile information in SalesForce including key marketing contacts, primary business focus, key carrier relationships, mix of business by product, and all other critical information deemed necessary for ensuring a complete understanding of agents/MGAs in assigned region

Actively participate in meetings and offer information with individual and agent feedback on our products, marketing campaigns, incentives and training programs

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

Drive sales and recruiting efforts in open regions through regular contact with existing agents/MGAs and prospective agents/MGAs in the region

Keep management informed of market changes, trends and other strategic information that could have a meaningful impact to sales objectives

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

Life insurance product knowledgeFinancial services sales experienceSales process knowledgeSalesForce proficiencyCommunication skillsOrganizational skillsInterpersonal skillsPresentation skills

Required

Excellent verbal and written communication skills – including strong telephone experience

Complete knowledge of the sales process

Ability to develop rapport with and influence key distribution partners

Ability to proactively address sales/marketing needs and identify solutions when needed

Strong organizational skills and ability to prioritize work effectively in a goal-centered environment

Must be motivated to expand industry-specific knowledge

Must be able to handle a changing work and business climate

Good interpersonal skills, including effective relational skills, strong initiative, and high level of energy

Must possess dynamic individual and group presentation skills when working with distribution partners

Proven ability to build effective internal and external relationships

Must project a positive, professional image and conduct

Life Insurance Agent license or ability to obtain within 120 Days Required

Travel required 3-4 times per year

Due to the financial nature and level of accountability of this position, a credit and criminal background check is required

Preferred

Bachelor's Degree Preferred Or relevant work experience Preferred

Minimum 5 years' financial services sales experience Preferred

Life insurance product knowledge and previous experience as a life insurance agent preferred

Benefits

Health

Dental

Vision

Company Paid Retirement

PTO and Holiday Pay

Employee Stock Ownership Plan (ESOP)

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.

Founded in 1938

West Des Moines, Iowa, USA

1001-5000 employees