Regional Vice President - Beacon Capital Management - Minnesota, Wisconsin, North Dakota & South Dakota Regions

Sammons Financial Group•UNAVAILABLE, Minnesota

About The Position

The Regional Vice President develops and implements sales and marketing strategies across an established territory covering Minnesota, Wisconsin, North Dakota, and South Dakota to promote, grow, and increase sales of Beacon Capital Management’s advice and services. The role identifies and develops relationships with targeted Registered Investment Advisors and partners with an Internal Wholesaler to execute a focused plan for achieving activity and sales goals. The position manages territory coverage and advisor relationships, delivers presentations and training, and provides education, sales leadership, and relationship management to top advisors. It also handles territory-related administration, represents the company positively, attends conferences as requested, supports internal and external sales training, and participates in other initiatives as necessary. The role involves 50% travel within the territory and to conferences.

Requirements

5–10 years of financial services sales experience; previous wholesaling experience is preferred.
Excellent presentation and public speaking skills.
Strong people skills and relationship-building abilities.
Interpersonal skills that support collaborative work.
Demonstrated success developing and executing sales plans.
Ability to interact with internal and external resources, vendors, and other departments at all levels.
Strong problem-solving abilities.
Ability to interface professionally with senior management.
Strong organizational skills and ability to manage a territory.
Criminal background check required.
Must be able to meet the role’s 50% travel requirement within the territory and to conferences.
Must not require immigration sponsorship or work authorization for this role now or in the future.

Nice To Haves

Bachelor’s degree in Communications, Marketing, Business, or a related field.
Series 65 license.
Previous wholesaling experience.

Responsibilities

Develop sales goals, business plans, and marketing plans with Sales Management to grow sales and market share and increase BCM’s visibility.
Partner with an Internal Wholesaler to execute a focused plan and meet activity and sales goals.
Develop and maintain relationships with Registered Investment Advisors to grow sales.
Deliver presentations in the territory, including continuing education programs, product training, and value-added training.
Manage territory coverage and relationships based on sales opportunity.
Provide education, sales leadership, and relationship management for top advisors in the territory.
Manage territory administration according to company policies, including travel and expenses, calendar and forward schedule, conference calls, email retention, and other requirements.
Serve as a resource for sales and BCM training for internal and external stakeholders.
Attend conferences as requested.
Represent the company positively through work actions and interactions.
Embrace Sammons Financial Group Companies’ shared values of Accountability, Connection, Openness, Respect, and Integrity.
Maintain regular attendance and punctuality to meet business service levels and workflow demands.
Participate in other initiatives and projects as necessary.

Benefits

Medical, dental, and vision coverage, HSA and FSA options, and term life insurance.
Performance-based sales incentive program tied to clear goals and individual and/or company success.
100% company-funded Employee Stock Ownership Plan (ESOP).
Automatic enrollment in a 401(k).
Friday afternoons off year-round.
Generous paid time off and paid holidays.
Paid development time.
Tuition reimbursement.
Professional development opportunities across industry, individual, and leadership programs.
Volunteer time off.
Company nonprofit matching gift program.