Hybrid Onboarding Wholesaler - Annuity Sales

What you can expect as the Hybrid Onboarding Wholesaler

• Annuity Sales:

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.

• 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 Company's 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.

• Up to 25% travel in region for various producer meetings.

• Maintain a positive image of the company.

• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).

• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

What we are looking for:

• Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination) required

• State life insurance licenses preferred

• 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

• 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.

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.)