Regional VP, Midwest Financial Sales & Advisory

Sammons Financial Group Inc.; Michigan; On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Comprehensive health coverage

Performance-based incentives

ESOP

401(k) plan

Fridays off

Tuition reimbursement

Professional development opportunities

Volunteer time off

Nonprofit matching gifts

Ownership culture

Job summary

Sammons Financial Group is seeking an experienced sales and marketing professional to drive growth within the BCM territory. You will collaboratively set sales goals, execute plans with internal partners, and cultivate relationships with Registered Investment Advisors to expand BCM's advisory services.

The role requires strong presentation skills, strategic thinking and the ability to manage a territory. Expect 50% travel, ongoing training, and a values-driven workplace culture.

Qualifications

• Bachelor's degree in communications, marketing, business, or related field.
• 5–10 years' financial services sales experience, preferably previous wholesaling.
• Excellent presentation and public speaking skills.
• Strong people and relationship-building skills.
• Proven interpersonal skills to enable collaborative work.
• Demonstrated success in developing and executing sales plans.
• Ability to interact with all levels of internal and external resources and vendors.
• Strong problem-solving abilities.
• Ability to interface with senior management professionally.
• Strong organizational skills with the 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 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 sales territory including continuing education programs and product training.
• Manage territory effectively by building relations and coverage based on sales opportunities.
• Provide education, sales leadership and relationship management for top advisors within the territory.
• Manage all administrative aspects of the territory (travel, expenses, calendar, emails, etc.).
• Participate in BCM training for internal and external stakeholders.
• Attend conferences as requested.
• Maintain a positive image of the company in interactions as a representative.
• Commit to Sammons Financial Group's shared values: Accountability, Connection, Openness, Respect and Integrity.
• Regular attendance as per policy.

Skills

Public speaking

Relationship building

Interpersonal skills

Sales planning

Stakeholder management

Problem solving

Executive communication

Territory management

Series 65

Travel

Education

Bachelor's degree in communications/marketing/business

Job description

Sammons Financial Group is seeking an experienced sales and marketing professional to drive growth within the BCM territory. You will collaboratively set sales goals, execute plans with internal partners, and cultivate relationships with Registered Investment Advisors to expand BCM's advisory services.

The role requires strong presentation skills, strategic thinking and the ability to manage a territory. Expect 50% travel, ongoing training, and a values-driven workplace culture.