Hybrid Onboarding Wholesaler (ROM)

Sammons Financial Group • West Des Moines, IA

21h • Hybrid

About The Position

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.

Requirements

• 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
• Travel within region 25% of time

Nice To Haves

• State life insurance licenses Preferred

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 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.
• A minimum of 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.
• 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.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees