Sammons Financial Group Companies · 1 month ago
AVP, National Sales Manager - Beacon Capital Management
United States
Full-time
Remote
Senior Level, Lead/Staff
$125K/yr - $150K/yr
10+ years expSammons Financial Group Companies is seeking an AVP, National Sales Manager for their Beacon Capital Management division. This role is responsible for managing and developing the wholesaling team, executing sales strategies, and fostering partnerships to drive sales growth.
FinanceFinancial ServicesRetirement
No H1B
U.S. Citizen Only
Responsibilities
Responsible for the management, training, coaching and development of Wholesaling team within Beacon Capital Management
Responsible for execution and oversight of sales activities including extensive travel; working with wholesalers as they are meeting with advisors in various forums
Develop and implement the strategy around product, marketing, and distribution partnerships through collaboration with leadership team
Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for wholesale team
Responsible for setting goals for all direct reports, coaching for performance, and collaborating with other business unit sales managers to coach and create development plans and goals for sales teams
Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings and call coaching
Hire and onboard new wholesalers as necessary
Actively and consistently engage external distribution partners and sales leadership to solicit feedback on team performance and to identify additional opportunities for collaboration and partnership in growing sales
Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners
Participate in and create presentations for virtual conference training sessions as assigned. Coach and assist wholesalers in developing sales tools and resources
Participate in and create presentations as needed and coach/assist wholesaling team in development related to onboarding as needed
Represent company at industry functions and training meetings by speaking to groups and effectively promoting Beacon products
Professionally deliver training presentations to groups of producers
Build solid and enduring professional relationships with assigned account relationships to influence and drive sustainable sales
Prepare detailed and time-sensitive reports which reflect the progress made toward the accomplishment of the objectives by measuring the regional activity and sales
Collaboratively work with other leaders within Sammons Financial Group Companies to achieve goals and facilitate communication between departments
Promote a high-performing, highly motivated, productive team environment
Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management
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
Required
Knowledge of financial products and services required
Strong people and project management skills
Ability to effectively manage and motivate staff
Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities in a team environment
Demonstrated success in developing and executing marketing plans
Ability interact with all levels of internal and external resources, vendors as well as other departments
Excellent communication skills-both oral and written
Strong problem solving abilities
Professional maturity to effectively interface with Senior Management
Strong organizational skills with ability to handle multiple projects with tight deadlines
Strategy development experience
Strong public speaking skills
FINRA Series 65, 7 and 24 required or ability to obtain within 180 days
Must be able to travel a minimum of 50% of the time
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
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
This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions
Preferred
Bachelor's Degree in Communications, Marketing, Business or related field preferred
Minimum 10 years' Financial wholesaling experience preferred
Knowledge of accounting and budgeting processes preferred
Benefits
Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
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
Chairman and Chief Executive Officer
Recent News
2026-01-24
2026-01-22
Morningstar.com
2025-12-08
Company data provided by crunchbase