External Wholesaler

Sammons Financial Group • UNAVAILABLE, Kansas

22h • Remote

About The Position

Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Sammons Institutional Group (SIG) products. Identify and develop relationships with targeted Broker Dealer (BD) partners, Financial Advisors, and potentially Financial Institutions and Specialty Firms (FIS), to successfully market and sell SIG products.

Requirements

• 5-10 years' financial services sales experience, preferably previous wholesaling experience 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
• SIE, Series 6 and Series 63 or ability to obtain within 120 days Required
• State life insurance license or ability to obtain within 120 days Required
• Travel within region up to 80% required
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
• FINRA regulations require fingerprinting for this position.

Nice To Haves

• Bachelor's Degree Communications, Marketing, Business or related field Preferred

Responsibilities

• In conjunction with sales management, develop sales goals, and business and marketing plans to grow sales, market share and increase visibility for SIG.
• 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 SIG 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.
• 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.
• Participate in other initiatives and/or projects as necessary.

Benefits

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Friday afternoons off year-round, generous paid time off, and paid holidays.
• Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Volunteer time off, and our company nonprofit matching gift program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level