Sales Desk Specialist

Sammons Financial Group•West Des Moines, IA

8h•Onsite

About The Position

Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk. Work with internal wholesalers and managers as needed to promote and increase sales products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established.

Requirements

Solid presentation skills and public speaking skills
Strong interpersonal and relationship building skills to allow for collaborative work effort
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
Professional maturity to effectively interface with financial advisors
Strong organizational and time management skills with ability to manage multiple priorities and requests for assistance.
SIE, Series 6 and 63 or ability to obtain within 120 Days Required (If supporting SRS or FIS)
State life insurance license or ability to obtain within 120 Days Required

Nice To Haves

Bachelor's Degree Preferred
1-3 years' financial services sales experience Preferred
SIE, Series 6 and 63 Preferred (If supporting MRD)

Responsibilities

Respond to inbound calls and emails in a timely manner with the ability to prioritize requests based on need.
Effectively assist financial advisers with problem resolution, illustration design, email/mail illustrations and order materials as needed.
Establish relationships with the service center associates to assist the sales desk with problem resolution and case follow up.
Navigate the organization to and available resources to provide problem resolution assistance to financial advisers across the country. Know when and to whom calls will be escalated to if caller is not satisfied. Follow proper procedure for issue escalation involving management and/or other departments.
Execute consistent follow up with internal/external wholesalers to communicate financial adviser interaction, assistance provided and next steps to advance the sales process and deepen adviser relationships.
Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
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.
Other duties as assigned.

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)
Automatic enrollment in our 401(k).
Friday afternoons off year-round
Generous paid time off
Paid holidays
Paid development time
Tuition reimbursement
Professional development opportunities across industry, individual, and leadership programs.
Volunteer time off
Company nonprofit matching gift program