Regional VP, Financial Advisory Growth & Strategy

Sammons Financial Group Companies; Kentucky; On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health coverage

Incentive program

ESOP and 401(k)

Fridays off

Paid time off

Tuition reimbursement

Professional development

Volunteer time off

Matching gifts

Job summary

Sammons Financial Group Companies is seeking a dynamic Sales and Marketing professional to lead efforts within the Kentucky territory for Beacon Capital Management's advisory services. You will develop strategies, build relationships with Registered Investment Advisors, and collaborate with internal teams to drive market growth and service excellence.

The role requires 5–10 years of financial services sales experience, a Bachelor's degree, and a proven track record in selling to advisors.

Qualifications

• Bachelor's degree in Communications, Marketing, Business or related field preferred.
• 5-10 years' financial services sales experience, preferably previous wholesaling experience.
• 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.

Responsibilities

• 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.

Skills

Excellent presentation skills

Public speaking

Relationship building

Interpersonal skills

Sales planning & execution

Professionalism with senior management

Organizational skills

Negotiation skills

Travel readiness

Communication skills

Education

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

Series License-65 preferred

Job description

Sammons Financial Group Companies is seeking a dynamic Sales and Marketing professional to lead efforts within the Kentucky territory for Beacon Capital Management's advisory services. You will develop strategies, build relationships with Registered Investment Advisors, and collaborate with internal teams to drive market growth and service excellence.

The role requires 5–10 years of financial services sales experience, a Bachelor's degree, and a proven track record in selling to advisors.