Regional VP, Midwest Financial Advisory Growth

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

Benefits offered by this job

Health benefits for you and family

Performance-based incentive program

ESOP and 401(k) enrollment

Job summary

Sammons Financial Group is seeking a driven sales and marketing professional to develop regional strategies and grow BCM's advisory services. You will partner with internal wholesalers, manage key Registered Investment Advisor relationships, and deliver CE and product trainings within your territory.

The role requires 5–10 years of financial services sales experience, strong presentation skills, and the ability to travel up to 50% of the time.

Qualifications

• Bachelor's Degree in Communications, Marketing, Business or related field preferred.
• 5-10 years' financial services sales experience, preferably previous wholesaling experience required.
• 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 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 visibility for BCM.
• Partner with an 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 territory including continuing education programs and product training.
• Manage territory effectively by prioritizing highest sales opportunities.
• Provide education, sales leadership and relationship management for top advisors.
• Manage administrative aspects of the territory per company policies (travel/expenses, calendar, forward schedule, email retention).
• Act as a resource for sales training and BCM training to stakeholders.
• Attend conferences as requested.
• Maintain a positive image of the company in all interactions as a representative of the organization.
• Commit to Sammons Financial Group Companies' values: Accountability, Connection, Openness, Respect and Integrity.

Skills

Sales skills

Public speaking

Relationship building

Strategic planning

Interpersonal skills

Education

Bachelor's degree in Communications/Marketing/Business

Job description

Sammons Financial Group is seeking a driven sales and marketing professional to develop regional strategies and grow BCM's advisory services. You will partner with internal wholesalers, manage key Registered Investment Advisor relationships, and deliver CE and product trainings within your territory.

The role requires 5–10 years of financial services sales experience, strong presentation skills, and the ability to travel up to 50% of the time.