External Wholesaler - Midland Retirement Distributors

Sammons Financial Group Companies; Nebraska; On-site; USD 59,000 - 73,000; Full time

Benefits offered by this job

Health benefits

Sales incentive program

ESOP participation

Job summary

Sammons Financial Group Companies is seeking a regional sales leader to drive annuity sales and recruit within designated Midwest markets. You will build relationships with financial advisors and broker-dealer partners to market annuity products and company benefits through face-to-face meetings.

Strong presentation and interpersonal skills are required, with deep knowledge of sales principles and annuity products.

Qualifications

• Bachelor's degree preferred.
• Minimum 5 years' sales experience in financial services.
• Ability to communicate clearly and concisely, with strong written and oral skills.
• Proven ability to build strong relationships internally and externally.
• Excellent presentation skills for current and prospective producers/distribution partners.
• Thorough knowledge of sales and marketing principles and practices.
• Demonstrated knowledge of annuity products and company benefits and strengths.
• Proven ability to grow a region/territory by sales and producer growth.

Responsibilities

• Achieve annuity sales goals within assigned region.
• Build relationships with targeted Financial Advisors and Broker Dealer Partners.
• Partner with internal wholesalers to execute focused plans and meet activity goals.
• Promote fixed annuity products and provide business plans and training to agents.
• Provide producer training and run sales campaigns to support production goals.
• Attend and promote at Broker Dealer and industry conferences as needed.
• Deliver presentations to educate producers on company products and services.

Skills

Independent work

Relationship building

Presentation skills

Sales principles

Annuity knowledge

Regional growth

Time management

Education

Bachelor's degree preferred

Job description

What You Can Expect In This Role

Responsible for achieving annuity sales, recruiting, and other related goals within assigned region for Midland National Life (MNL) Insurance Company. Identify and build relationships with targeted Financial Advisors and Broker Dealer Partners to successfully market and drive annuity sales. Position product and company benefits and strengths primarily through face-to-face meetings.

What You Can Expect In This Role

Responsible for achieving annuity sales, recruiting, and other related goals within assigned region for Midland National Life (MNL) Insurance Company. Identify and build relationships with targeted Financial Advisors and Broker Dealer Partners to successfully market and drive annuity sales. Position product and company benefits and strengths primarily through face-to-face meetings.

What You’ll Do In This Role

• Work within assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with key producers in region through face-to-face meetings, regional industry events, phone calls, and other forms of communication in order to achieve annuity sales goals.
• Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
• Drive fixed annuity product sales by promoting companies' products, services, and benefits. Create and provide business plans/goals and train and support agents/producers
• Provide producer training and carry out sales campaigns to producers within region and other distribution partners to assist the company in meeting production goals.
• Attend, facilitate agent training, and promote company and products at various Broker Dealer and industry conferences as necessary.
• Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies strength, culture, values, products, and services to drive sales growth and deepen relationships with producers and partners
• Deliver presentations educating producers and distribution partners on company, product, and services in order to drive quality annuity sales to the company.
• Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting goals.
• Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company.
• Provide assistance and information to producers on company products, policies, and procedures.
• Collaborate with management in the implementation of outbound phone campaigns and other programs to be carried out from the home office. In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region. This includes ensuring that activity requirements and service standards are met at all times.
• Gather and maintain competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the agents/distribution partners to keep them involved with field climate, trends and other important strategic information.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
• Maintain a positive image of the company.
• 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.

What We're Looking For

• Bachelor's Degree Preferred
• Minimum 5 years' sales experience in financial services industry (internal, external or combination) Preferred
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills
• Proven ability to build strong relationships-Internally and Externally
• Excellent presentation skills, both in creation and delivery, to current and prospective producers/distribution partners of Sammons Financial Group member companies
• Thorough knowledge of sales and marketing principles and practices
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
• Effective organizational, time management, sales and presentation skills
• CLU Preferred
• ChFC Preferred
• CFP Preferred
• Life Insurance State life insurance licenses or ability to obtain within 120 Days Required
• Series License-6 Preferred
• Series License-63 Preferred
• SIE Preferred
• 80% Travel in region for various producer meetings.

Other Requirements

• Criminal background check required.
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Base Salary:

$66,000 + Sales Incentive

What you can expect when you join Sammons Financial Group

• 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.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [e-mail] or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.