Regional Sales Director

Overview Responsible for achieving annuity sales, recruiting, and other related goals within the assigned region. Identify and build relationships with targeted insurance licensed producers, investment advisors, and registered representatives to successfully market and drive annuity sales. 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. What You’ll Do In This Role Work within region to achieve assigned annuity sales goals by promoting the 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. Set appointments and travel rotations in key areas to capitalize on opportunities. On average, up to 33% travel required. Develop and facilitate presentations to promote company and products at various conferences and events. 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 the 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 managing regional expenses, and identifying and implementing personal expense efficiencies. What We’re Looking For Bachelor’s Degree and/or 5+ years of 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, ChFC, or CFP – Preferred. Travel within region up to 33% required. Other Requirements Criminal background check required. If securities licenses are held, FINRA regulations require fingerprinting for this position; a credit check will also be required. Management reserves the right to determine and approve incumbent suitability. What You Can Expect When You Join Sammons Financial Group 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. 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.). #J-18808-Ljbffr