Sammons Financial Group Companies · 1 week ago
Advanced Markets Case Design Consultant
West Des Moines, IA
Full-time
Hybrid
Senior Level
$76K/yr - $159K/yr
7+ years expSammons Financial Group Companies is seeking an Advanced Markets Case Design Consultant to deliver advanced sales case design for distributors. The role involves collaborating with various teams to create and promote wealth transfer, business succession, and retirement planning strategies while providing high-end case design capabilities and training.
FinanceFinancial ServicesRetirement
No H1B
U.S. Citizen OnlyHiring Manager
Theresa Sherry
Responsibilities
Provide high-end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case
Proactively gather data on advanced sales to track success utilizing Customer Relationship Management (CRM) system and other internal systems. Compile data in a visual format for senior management and reposition data to identify future opportunities
Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated
Collaborate with Life Distribution, Life Marketing and Life Strategy teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels
Analyze the competitive life product landscape and provide Life Distribution, Life Marketing and Life Strategy teams with details, insight and marketable opportunities to best showcase product competitiveness to the field and enhance sales opportunities
Assist the Life Marketing teams in the positioning of Life products in regards to their alignment with different sales concepts, unique and marketable opportunities and competitive design or performance areas
Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners
Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in-person meetings with our distribution partners
Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers
Collaborate with internal Marketing team(s) to ensure accurate and effective marketing pieces
Provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support
Train new marketing team associates on product, sales concepts and general life insurance concepts as part of the new employee onboarding process
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
Provide high-end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case
Proactively gather data on advanced sales to track success utilizing Customer Relationship Management (CRM) system and other internal systems. Compile data in a visual format for senior management and reposition data to identify future opportunities
Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated
Collaborate with Life Distribution, Life Marketing and Life Strategy teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels
Analyze the competitive life product landscape and provide Life Distribution, Life Marketing and Life Strategy teams with details, insight and marketable opportunities to best showcase product competitiveness to the field and enhance sales opportunities
Assist the Life Marketing teams in the positioning of Life products in regards to their alignment with different sales concepts, unique and marketable opportunities and competitive design or performance areas
Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners
Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in-person meetings with our distribution partners
Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers
Collaborate with internal Marketing team(s) to ensure accurate and effective marketing pieces
Provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support
Train new marketing team associates on product, sales concepts and general life insurance concepts as part of the new employee onboarding process
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
Highly-developed communication skills (written and verbal) with the ability to deliver clear and convincing presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing
Outstanding analytical skills with ability to apply and identify insights into actionable design or marketing opportunities
Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs
Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking
Significant exposure to a broad sampling of training industry standards and best practices
Proven ability to interact with associates and senior management in a cross-functional environment, using tact and good judgement
Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction
Achievement-orientated and possesses strong problem solving, decision making, strategic and process thinking skills
Self-motivated with the ability to work independently and effectively under deadline pressures
Results oriented team player with high sense of accountability
Proficient use of Excel, Outlook, PowerPoint and Word as they relate to assigned projects
Criminal background check required
Preferred
Bachelor's Degree in Business, Accounting or Marketing
Minimum 7 years' experience in life marketing with additional background in other life insurance areas
2-4 years' Advanced case design creation and consultation
1-3 years' experience in formal documentation and adult learning/training/education
Experience with advanced illustration and case design systems (e.g. Insmark)
CLU
ChFC
CFP
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Esfand Dinshaw
Chairman and Chief Executive Officer
Recent News
Morningstar.com
2025-12-08
2025-08-19
2025-08-13
Company data provided by crunchbase