Hybrid Wholesaler

Overview: Responsible for achieving annuity sales, recruiting and other related goals within assigned region. Identify and build relationships with targeted insurance licensed producers, investment advisors and registered representatives to successfully market and drive annuity sales. If supporting North American Company, identify and build relationships with registered representatives that are appointed through partner Independent Marketing Organizations (IMOs) as well. Maintain and drive annuity sales through current loyalty and base agents. Position products, company benefits and value proposition through phone calls, face-to-face meetings and events. Responsibilities:

• Work within region to achieve assigned annuity sales goals by promoting company’s products, services and benefits.
• Identify and build relationships with key producers through face-to-face meetings, regional events, phone calls, webinars and other forms of communication.
• Responsible for setting appointments and travel rotations in key areas to capitalize on opportunities. On average, 33%-50% travel required.
• Develop and facilitate presentations to promote company and products at various conferences and events.
• Demonstrate strong ability to articulate the company’s strategy by presenting a compelling story about company strength, culture, values, products and services to drive sales growth and deepen relationships with producers and partners.
• Analyze data to gain a thorough understanding of region; use data to create quarterly business plans/goals and areas of focus to drive sales.
• Follow-up with attendees, active and recruits, after events to create interest in company products.
• Assist with developing and implementing training programs for new products, sales material and services and programs offered by the company.
• Support producers by providing training, case design, seminar assistance and company marketing collateral and forms.
• In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns. In partnership with the region's shared internal wholesaler, ensure that activity requirements and service standards are met at all times.
• Gather and maintain a strong knowledge of competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the producers to keep them involved with field climate, trends and other important strategic information.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
  

Qualifications:

• Bachelor's Degree and/or 5 years sales experience in financial services industry (internal, external or combination) Required
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills
• Proven ability to build strong relationships both internally and externally
• Excellent presentation skills, both in creation and delivery, to current and prospective producers’/distribution partners of Sammons Financial Group member companies
• Thorough knowledge of sales and marketing principles and practices
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
• Effective organizational, time management, sales and presentation skills
• State life insurance licenses Preferred
• CLU Or
• ChFC Or
• CFP Preferred
• Travel within region 33%-50% required

Suitability Requirements:

• Criminal background check required.
• If we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required.

Company Information: •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. Pay Transparency Verbiage:

Base salary: $70,000 Sales Incentive

Work Authorization/Sponsorship: 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.)