Regional Vice President - Northern California

Sammons Financial Group • Anaheim, CA

8d

About The Position

Responsible for achieving sales and recruiting goals within assigned territories by actively recruiting General Agents (GAs), maintaining contractual relationships with existing GA's, and promoting company products.

Requirements

• Bachelor's Degree with emphasis in Marketing, Business Administration, Economics, or equivalent business experience Preferred
• Minimum 5 years' experience in financial services industry with demonstrated successful track record Preferred
• Sales management experience Preferred
• Demonstrated strong ability to articulate the Company's strategy and tell a compelling story about strengths, culture, values and our drive to succeed
• Demonstrated excellent communication and presentation skills
• Demonstrated positive, professional image and conduct, which adheres to the Company's core values; This includes but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
• Demonstrated exceptional working knowledge of life insurance products
• Criminal background check required.
• If we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.

Nice To Haves

• ChFC Preferred
• CLU Preferred

Responsibilities

• Operate assigned region within sales forecast in order to exceed objectives in both quantity and quality of sales, while providing a full range of management and sales services for assigned geographic territory.
• If working for MNL channel, recruit qualified General Agents who meet the company's profile and hiring guidelines; minimum recruiting goals shall be established annually.
• Build relationships with key distributors and producers; attend major producer events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributors.
• Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices.
• Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business unites for the best results for Sammons Financial Group Companies as a whole.
• Understand and communicate all of the Company's life products, their uses, applications and sales scenarios for each; promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results.
• Provide documentation and recommendations on agency development issues as needed.
• Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer with regard to profitability measures, paid case ratio, persistency and debit balances; directives to the producer to stop detrimental sales practices, termination of producers.
• Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of objectives by measuring the region's activity, recruiting, and sales.
• Support expense management by completing accurate travel expense reports on a timely basis.
• Attend Home Office and industry training meetings.
• Frequent in-region travel for agent meetings; approximately 50% overnight or road travel expected.
• Maintain a full time work schedule as established by the Company.
• Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.
• Report activity into Company ‘CRM' on a weekly basis.
• 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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees