Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina

Sammons Financial Group Companies; North Carolina; On-site; USD 120,000 - 180,000; Full time

Job summary

A leading financial services company is seeking a Regional Vice President to manage sales and develop marketing strategies across several states. The successful candidate will have a strong background in financial services and a proven track record in sales management. This role involves significant relationship building and strategic planning to enhance the visibility and sales growth of the company. The company offers a competitive benefits package and a supportive work environment focused on personal and professional growth.

Benefits

Health insurance

Dental insurance

Vision insurance

Company Paid Retirement

Generous PTO and Holiday Pay

Employee Stock Ownership Plan

Flexible work-life balance

Incentive programs based on performance

Qualifications

• 5-10 years' financial services sales experience, preferably previous wholesaling experience.
• Demonstrated success in developing and executing sales plans.
• Ability to interact with all levels of internal and external resources.

Responsibilities

• Develop sales goals, business and marketing plans to grow sales and market share.
• Maintain relationships with Registered Investment Advisors to grow sales.
• Provide education and relationship management for top advisors.

Skills

Presentation skills

Relationship building

Problem solving

Organizational skills

Education

Bachelor's Degree in Communications, Marketing, Business or related field

Tools

Series License-65

Job description

Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina

Join to apply for the Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina role at Sammons Financial Group Companies

Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina

13 hours ago Be among the first 25 applicants

Join to apply for the Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina role at Sammons Financial Group Companies

What You Can Expect In This Role

Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.

What You Can Expect In This Role

Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.

What You'll Do In This Role

• In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM.
• Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
• Develop and maintain relationships with Registered Investment Advisors to grow sales.
• Deliver presentations within established sales territory including continuing education programs, product training and value add training.
• Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory.
• Provide education, sales leadership and relationship management for top advisors within established sales territory.
• Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements.
• Act as a resource for sales training and BCM training to internal and external stakeholders.
• Attend conferences as requested.
• Maintain a positive image of the company in work actions and interactions with others 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.
• Participate in other initiatives and/or projects as necessary.
  
  

What We're Looking For

• Bachelor's Degree Communications, Marketing, Business or related field Preferred
• 5-10 years' financial services sales experience, preferably previous wholesaling experience Required
• Excellent presentation skills and public speaking skills
• Strong people and relationship building skills
• Proven interpersonal skills to allow for collaborative work effort
• Demonstrated success in developing and executing sales plans
• Ability to interact with all levels of internal and external resources, vendors as well as other departments
• Strong problem solving abilities
• Ability to effectively interface with senior management using high level of professionalism
• Strong organizational skills with ability to manage territory
• Series License-65 Preferred
• 50% Travel within territory and to conferences
  
  

Other Requirements

• Criminal background check required.
• This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
  
  

What you can expect when you join Sammons Financial Group

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  
  

Salary Range Information

USD $0.00 - USD $0.00 /Yr.

Flat base salary + Sales Incentive

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.)

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

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