Regional Vice President

2 weeks ago

Jacksonville, Florida, United States Sammons Financial Full time

Territory:
East Florida

What you can expect as the Regional Vice President:

Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Sammons Retirement Solutions' (SRS) products.

Identify and develop relationships with targeted Broker Dealer (BD) partners and Financial Advisors to successfully market and sell SRS products.


  • In conjunction with sales management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for SRS.
  • Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
  • Develop and maintain relationships with Financial Advisors within established Broker Dealer partners to grow sales.
  • Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory.
  • Provide education, sales leadership and relationship management for top producers within established sales territory.
  • Deliver presentations within established sales territory including continuing education programs, product training and value add training.
  • Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements.
  • Act as a resource for sales training and SRS product training to internal and external stakeholders.
  • Attend broker dealer and sales conferences as requested.
  • Maintain a positive image of the company in work actions and interactions with other's serving as a representative of the organization.

What we are looking for:

  • Bachelor's Degree Communications, Marketing, Business or related field preferred
  • 5-10 years' financial services sales experience, preferably previous wholesaling experience required
  • Series License-6 required And
  • Series License-63 or ability to obtain within 120 Days required
  • Life Insurance or ability to obtain within 120 Days required
  • 80% travel required
  • Excellent presentation skills and public speaking skills
  • Strong people and relationship building skills
  • Proven interpersonal 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
  • Ability to effectively interface with senior management using high level of professionalism
  • Strong organizational skills with ability to manage territory
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
  • FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.
  • Base salary: $66,000


Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions.

Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures.

As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities.

Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.
What you can expect when you join Sammons Financial Group:

  • A casual dress code (yep - that means jeans)
  • A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
  • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
  • Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
  • A generous retirement program. 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.
  • A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.
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.)

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