Sammons Financial Group Companies · 4 days ago
Internal Wholesaler - SIG
West Des Moines, IA
Full-time
Onsite
Mid Level
$54K/yr - $59K/yrSammons Financial Group Companies is seeking an Internal Wholesaler to support and implement sales and marketing strategies for their products. The role involves managing sales territories, developing relationships with broker dealers, and conducting sales presentations to financial advisors.
FinanceFinancial ServicesRetirement
No H1B
Responsibilities
Partner with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell products
If working for the Financial Institutions and Specialty Firms (FIS), partner with all External Wholesalers covering the same territories to identify and develop relationships within channel to successfully market and sell products
In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SIG
Conduct proactive telephone sales presentations to financial advisors highlighting the SIG products and value proposition. Create talking points and agendas to utilize along with key selling points
Effectively probe to uncover the business goals financial advisors have and interpret how we fit in and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process. Create plans for presenting SIG products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer
Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, manage problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork
Navigate the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Responsible for communicating resolution to the financial advisors
Generate ideas and help create content of emails and messaging to financial advisors
Actively stay current on investment strategies and trends in the financial industry
Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization
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
Financial services sales experience Required
Excellent presentation skills and public speaking skills
Strong interpersonal and relationship building skills to allow for collaborative work effort
Demonstrated success in developing and executing sales plans
Knowledge of the retail retirement products
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem solving abilities
Professional maturity to effectively interface with financial advisors
Strong organizational skills with ability to manage territory
Series License-63 or ability to obtain within 120 Days Required
Series License-6 or ability to obtain within 120 Days Required
State life insurance license or ability to obtain within 120 Days Required
Securities Industry Essentials (SIE) or ability to obtain within 120 Days Required
Travel 1-2 times a year may be required
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
FINRA regulations require fingerprinting for this position
Preferred
Bachelor's Degree Preferred
Benefits
Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
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.
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
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