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Company

Sammons Financial Group Companies · 7 hours ago

Regional Vice President - Minnesota/Wisconsin Region

Wisconsin, United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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FinanceFinancial Services

Growth Opportunities

No H1B

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Responsibilities

Operate assigned region within sales forecast in order to exceed objectives in both quantity and quality of sales, while providing a full range of management and sales services for assigned geographic territory.

If working for MNL channel, recruit qualified General Agents who meet the company’s profile and hiring guidelines; minimum recruiting goals shall be established annually.

Build relationships with key distributors and producers; attend major producer events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributors.

Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices.

Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business unites for the best results for Sammons Financial Group Companies as a whole.

Understand and communicate all of the Company’s life products, their uses, applications and sales scenarios for each; promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results.

Provide documentation and recommendations on agency development issues as needed.

Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer with regard to profitability measures, paid case ratio, persistency and debit balances; directives to the producer to stop detrimental sales practices, termination of producers.

Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of objectives by measuring the region’s activity, recruiting, and sales.

Support expense management by completing accurate travel expense reports on a timely basis.

Attend Home Office and industry training meetings.

Frequent in-region travel for agent meetings; approximately 50% overnight or road travel expected.

Maintain a full time work schedule as established by the Company.

Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.

Report activity into Company ‘CRM’ on a weekly basis.

Qualification

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Sales managementRecruiting experienceLife insurance productsFinancial services experienceChFC certificationCLU certificationEconomics knowledge

Required

If working for NA channel, prior recruiting experience

Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed

Demonstrated excellent communication and presentation skills

Demonstrated positive, professional image and conduct, which adheres to the Company’s core values; This includes but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects

Demonstrated exceptional working knowledge of life insurance products

Criminal background check required.

Preferred

Bachelor's Degree with emphasis in Marketing, Business Administration, Economics, or equivalent business experience

Minimum 5 years' experience in financial services industry with demonstrated successful track record

Sales management experience

ChFC

CLU

Benefits

Health

Dental

Vision

Company Paid Retirement

PTO

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

1,001-5,000 employees