Regional Annuity Growth Partner

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

Benefits offered by this job

Health coverage

ESOP

Friday afternoons off

Tuition reimbursement

Professional development

Job summary

Sammons Financial Group Companies is seeking a regional sales professional to drive annuity sales, recruit financial advisors and broker dealer partners, and present the company’s strengths in face-to-face meetings across the Kansas region.

The role requires building strong relationships, delivering compelling presentations, and conducting producer trainings in collaboration with internal partners. Up to 80% travel is required within the region; industry licenses and credentials are preferred.

Qualifications

• 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.

Responsibilities

• 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.

Job description

Sammons Financial Group Companies is seeking a regional sales professional to drive annuity sales, recruit financial advisors and broker dealer partners, and present the company’s strengths in face-to-face meetings across the Kansas region.

The role requires building strong relationships, delivering compelling presentations, and conducting producer trainings in collaboration with internal partners. Up to 80% travel is required within the region; industry licenses and credentials are preferred.