What are the responsibilities and job description for the Sales Desk Specialist - Sammons Retirement Solutions position at Sammons Financial Group Companies?
What You Can Expect In This Role
Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk. Work with internal wholesalers and managers as needed to promote and increase sales products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established.
What You'll Do In This Role
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk. Work with internal wholesalers and managers as needed to promote and increase sales products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established.
What You'll Do In This Role
- Respond to inbound calls and emails in a timely manner with the ability to prioritize requests based on need.
- Effectively assist financial advisers with problem resolution, illustration design, email/mail illustrations and order materials as needed.
- Establish relationships with the service center associates to assist the sales desk with problem resolution and case follow up.
- Navigate the organization to and available resources to provide problem resolution assistance to financial advisers across the country. Know when and to whom calls will be escalated to if caller is not satisfied. Follow proper procedure for issue escalation involving management and/or other departments.
- Execute consistent follow up with internal/external wholesalers to communicate financial adviser interaction, assistance provided and next steps to advance the sales process and deepen adviser relationships.
- Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
- Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization.
- Bachelor's Degree Preferred
- 1-3 years' financial services sales experience Preferred
- Solid presentation skills and public speaking skills
- Strong interpersonal and relationship building skills to allow for collaborative work effort
- 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 and time management skills with ability to manage multiple priorities and requests for assistance.
- Series 6 and 63 or ability to obtain within 120 Days Required
- State life insurance license or ability to obtain within 120 Days 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.
- Sammons Financial Group offers a competitive benefit package that includes: 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.
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
