Annuity Sales & Partner Training Specialist

Sammons Financial Group; West Des Moines (IA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Comprehensive health coverage

ESOP

401(k) plan

Paid time off

Fridays off

Tuition reimbursement

Professional development

Volunteer time off

Nonprofit matching gifts

Ownership culture

Job summary

Sammons Financial Group, a respected financial services company, seeks a role dedicated to North American annuity sales and partner engagement. You will promote products, train distribution partners, and support agents to maximize production.

The position requires building strong relationships, executing education campaigns, and delivering compelling sales concepts. The role involves outbound outreach, webinars, and collaboration with leadership, with occasional travel for IMO and agent

Qualifications

• Bachelor's degree preferred.
• 2-5 years relevant work experience preferred.
• Background in life insurance/annuity sales and/or marketing preferred.
• Strong problem solving abilities and solution-based thinking.
• Proven ability to build strong internal and external relationships.
• Excellent written, oral, and presentation skills.
• Solid knowledge of sales and marketing principles and practices.
• Excellent knowledge of annuity products.

Responsibilities

• Support regional leadership and distribution partners to develop and drive sales.
• Make proactive outbound calls to educate on products and sales concepts.
• Achieve weekly call goals and log calls for tracking.
• Respond to inbound inquiries with product and marketing support.
• Develop and deliver webinars to educate partners on benefits and features.
• Travel occasionally for meetings and trainings.
• Present product information to agents and MGAs to promote sales.
• Maintain timely communication of policy changes and procedures.

Skills

Problem solving

Relationship building

Written communication

Presentation skills

Sales/marketing knowledge

Organization/time management

Willingness to travel

Education

Bachelor's degree

Job description

Sammons Financial Group, a respected financial services company, seeks a role dedicated to North American annuity sales and partner engagement. You will promote products, train distribution partners, and support agents to maximize production.

The position requires building strong relationships, executing education campaigns, and delivering compelling sales concepts. The role involves outbound outreach, webinars, and collaboration with leadership, with occasional travel for IMO and agent