Hybrid Onboarding Wholesaler

2 weeks ago

West Des Moines, United States Sammons Financial Group Full time

Overview:

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.

Responsibilities:

Work within assigned region to achieve assigned annuity sales goals.

Identify and build relationships with prospects in region through face-to-face meetings, regional industry events, phone calls, webinars and other forms of communication in order to appoint new producers within assigned region.

Onboard new producers by promoting company products, services, and benefits. Create and provide business plans/goals and train new agents/producers.

Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting and production goals.

Partner with External and Internal wholesaler in region to best achieve recruiting and sales goals.

Attend, facilitate agent training, and promote company and products at various industry conferences as necessary.

Demonstrate strong ability to articulate the Companys strategy by presenting a compelling story about company strength, culture, values, products and services.

Deliver presentations educating producers and distribution partners on company, product, and services in order to recruit quality agents to the company.

Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company.

Collaborate with management in the implementation of outbound phone campaigns and other programs to be carried out from the home office. In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region. This includes ensuring that activity requirements and service standards are met at all times.

Gather and maintain competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the agents/distribution partners 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.

A minimum of 25% travel in region for various producer meetings.

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-Internally and Externally
  • Excellent presentation skills, both in creation and delivery, to 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
Suitability Requirements:
  • Criminal background check is required.
  • If we are holding securities licenses, FINRA regulations require fingerprinting for this position and a credit check will 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.

Work Authorization/Sponsorship:
At this time, were 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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