Responsible for achieving product sales and other related goals by supporting sales activities for external sales team of Beacon Capital Management either at a national level or within an assigned territory. Lead and mentor the internal sales desk team, driving their performance to achieve and exceed activity targets. Identify and build relationships with targeted Financial Advisors and Broker Dealer Partners to market and drive product sales suc...
Responsible for research and analysis of Beacon Capital Management (BCM) portfolios including calculating performance reporting, analyzing performance and holdings, and trading portfolio holdings. Work closely with the Chief Investment Officer to research, develop, and implement new investment models. Create and present on market updates, portfolio research, and performance for sales team and advisors, including speaking at large events. Anticipa...
What you can expect as the Advanced Markets Attorney. Responsible for driving sales by partnering with insurance agents and registered representatives of Sammons Financial Group Companies who are working with high net-worth and business owner clients. Provide advanced markets case support and education to financial advisors in the affiliated and independent distribution channels. Create marketing materials for advisor and client use on advanced m...
What you can expect as the Advanced Markets Attorney. Responsible for driving sales by partnering with insurance agents and registered representatives of Sammons Financial Group Companies who are working with high net-worth and business owner clients. Provide advanced markets case support and education to financial advisors in the affiliated and independent distribution channels. Create marketing materials for advisor and client use on advanced m...
What you can expect as the AVP, Compliance & Market Conduct. Serves as primary regulatory advisor to Chief Compliance Officer (CCO) on compliance for Sammons Financial Group Companies on regulatory, market conduct, product, project, record retention, governance and strategic initiatives. Provide compliance guidance on matters including, but not limited to, operational concerns, market conduct issues, regulatory review and implementation, market c...
What you can expect as the Advanced Markets Case Design Consultant. Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets reference materials and update, develop and deliver Advanced Markets promotional and educational materials and programs. Provide high-end case design capabilities in combina...
What you can expect as the New Business Case Manager - Annuity. Provide accurate and timely service to our most loyal independent agents and to our strategic broker-dealer back office partners. Service incoming phone calls related to New Business and Client Services. Process all New Business 1035 exchanges, transfers, and cash with application efficiently and precisely. Communicate with agents on requirements for Client Service forms. Provide sup...
What You Can Expect As The General Services Specialist. Responsible for inbound and outbound mail processing, document imaging and other administrative responsibilities. Each individual will be assigned a primary role of either mail or imaging, but will be cross trained to support both functions as needed. Use inbound and outbound mail and imaging equipment to process incoming and outgoing documents for clients. Work together as a team to provide...
What to expect as a Life- Customer Retention Consultant. Utilize phone and written communication to retain the existing annuity/life policy owner base through an on-going program of communication with consistent theme of image building and the re-selling or selling of Midland National Life Insurance Company, North American Company for Life and Health Insurance, and any other acquired insurance companies. Participate in retention and/or internal s...
What you can expect as the. Hybrid Onboarding Wholesaler – Annuity Sales. . Responsible for recruiting, training and onboarding new Investment Advisor Representatives and Insurance licensed producers within assigned region. Position product, company benefits and value prop through phone calls and face-to-face meetings. Work within assigned region to achieve assigned annuity sales goals. Identify and build relationships with prospects in region th...
What You Can Expect As The General Services Specialist. This position is responsible for inbound and outbound mail processing, document imaging and other administrative responsibilities. Each individual will be assigned a primary role of either mail or imaging, but will be cross trained to support both functions as needed. Use inbound and outbound mail and imaging equipment to process incoming and outgoing documents for clients. Work together as ...
What you can expect as the Internal Wholesaler - Sammons Retirement Solutions. Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Retirement Solutions' products. Manage sales territory in conjunction with external partner based on the requirements established by Sammons Retirement Solutions (SRS). Partner with the External Who...
