Sales Relationship Manager

Sammons Financial Group•Sioux Falls, SD

About The Position

The Sales Relationship Manager supports, develops, and implements sales and marketing strategies within an assigned distribution channel to promote and increase sales of Sammons Financial Group life products. The role builds strong relationships with distribution partners and producers, presents the Company’s strategy and offerings, and supports sales growth through training, marketing initiatives, and collaboration across the organization. The position requires an exceptional working knowledge of life insurance products, attention to business mix and persistency, and the ability to address sales practices that may harm clients or the Company. It also involves preparing time-sensitive reports, managing travel expenses, attending training meetings, and traveling approximately 25% of the time, including overnight, weekend, or road travel. The role follows the Company’s full-time schedule, which may include evening webinars and seminars. Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.

Requirements

  • Bachelor’s degree with an emphasis in Marketing, Business Administration, Economics, or equivalent business experience.
  • Prior recruiting experience.
  • Strong ability to articulate the Company’s strategy and present a compelling story about its strengths, culture, values, and drive to succeed.
  • Excellent communication and presentation skills.
  • Positive, professional image and conduct consistent with Company core values, including professional dress, language, and conduct when interacting with employees, partner agencies, and prospects.
  • Exceptional working knowledge of life insurance products.
  • Ability to travel approximately 25% overnight, on weekends, or by road.
  • Criminal background check required.

Nice To Haves

  • At least 5 years of financial services industry experience with a demonstrated successful track record.
  • Sales management experience.
  • Chartered Financial Consultant (ChFC) designation.
  • Chartered Life Underwriter (CLU) designation.

Responsibilities

  • Build relationships with key distribution partners and producers, attend major producer events, present to producer groups, and serve as a trusted advisor to agents and agencies.
  • Present the Company’s strategy, strengths, culture, values, products, and services to support sales growth and deepen relationships.
  • Collaborate with management on targeted outbound phone campaigns, marketing programs, webinars, and other opportunities to teach and train on life products.
  • Recommend, create, implement, and follow through on sales and marketing initiatives.
  • Maintain appropriate business mix and persistency in the region by understanding products, market conduct, and sales practices.
  • Collaborate with Home Office employees and, when necessary, across business units to support the results of SFG member companies.
  • Understand and communicate life products, their uses, applications, and sales scenarios; promote their use and recommend product changes that may improve results.
  • Take corrective action to address sales practices detrimental to clients or the Company, including providing additional training, directing producers to stop detrimental practices, and recommending producer termination.
  • Prepare and present detailed, time-sensitive reports on progress toward objectives.
  • Submit accurate travel expense reports on time.
  • Attend Home Office and industry training meetings.
  • Travel frequently for agent meetings and National Conferences; approximately 25% overnight, weekend, or road travel is expected.
  • Maintain the Company-established full-time work schedule, including virtual webinars and seminars in the evenings.
  • Embrace Sammons Financial Group Companies’ shared values of Accountability, Connection, Openness, Respect, and Integrity.
  • Maintain regular attendance and punctuality in accordance with Company policy.
  • Participate in other initiatives and projects as necessary.

Benefits

  • Comprehensive medical, dental, and vision coverage for employees and their families, with 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.
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