Regional VP, Midwest & Dakotas Financial Advisors

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

Benefits offered by this job

Health coverage

ESOP

401(k) enrollment

Fridays off

Paid time off

Tuition reimbursement

Professional development opportunities

Volunteer time off

Nonprofit matching

Job summary

Sammons Financial Group is seeking a dynamic sales professional to develop and implement marketing strategies within an assigned territory, focusing on growth with Registered Investment Advisors. The role combines strategic planning with hands-on presentations, education and relationship management to expand BCM's advisory services.

Ideal candidates have 5–10 years in financial services sales, excellent presentation skills, and a collaborative mindset.

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 and public speaking skills.
• Strong people and relationship-building skills.
• Proven interpersonal skills for collaborative work.
• Demonstrated success in developing and executing sales plans.
• Ability to interact with all levels of internal/external resources and vendors.
• Strong problem-solving abilities.
• Ability to interface with senior management professionally.
• Strong organizational skills with ability to manage territory.
• Series License-65 preferred.
• 50% travel within territory and to conferences.

Responsibilities

• Develop sales goals, business and marketing plans with Sales Management to grow sales and market share.
• Partner with Internal Wholesaler to execute a focused plan to meet activity and sales goals.
• Develop and maintain relationships with Registered Investment Advisors to grow sales.
• Deliver presentations within the sales territory including continuing education, product training and value add training.
• Manage territory effectively by prioritizing opportunities within the territory.
• Provide education, sales leadership and relationship management for top advisors.
• Handle all administrative aspects of the territory per company policy (travel, calendar, emails, etc.).
• Act as a resource for sales and BCM training for stakeholders.
• Attend conferences as requested.
• Maintain a positive image as a representative of Sammons Financial Group.
• Commit to Sammons values and attendance expectations.
• Participate in other initiatives as needed.

Skills

Presentations/Public speaking

Relationship building

Interpersonal skills

Sales planning

Communication

Organization

Travel willingness

Education

Bachelor's Degree in Communications, Marketing, or Business

Series License-65

Job description

Sammons Financial Group is seeking a dynamic sales professional to develop and implement marketing strategies within an assigned territory, focusing on growth with Registered Investment Advisors. The role combines strategic planning with hands-on presentations, education and relationship management to expand BCM's advisory services.

Ideal candidates have 5–10 years in financial services sales, excellent presentation skills, and a collaborative mindset.