Sales Consultant

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Comprehensive health coverage for you

ESOP and 401(k) enrollment

Friday afternoons off

Tuition reimbursement and development

Volunteer time and nonprofit matching

Job summary

Sammons Financial Group in West Des Moines is seeking a Sales Support Associate to provide fixed annuity sales support to agents and distribution partners. You will handle product illustrations, order supplies, educate on offerings and promotions, and pursue outbound sales opportunities to drive growth and agent satisfaction.

The role emphasizes proactive outreach, collaboration with sales teams, Salesforce data entry, and maintaining a positive, high-performance culture.

Qualifications

• Bachelor's degree preferred.
• 1–2 years' relevant work experience in insurance preferred.
• Excellent verbal and written communication skills.
• Ability to work efficiently and independently.
• Analytical problem solving and knowledge of the sales process.

Responsibilities

• Drive sales by answering inbound calls from agents and partners on product illustrations and promotions.
• Proactively make outbound calls to promote products and drive sales.
• Enter opportunities in Salesforce for follow-up and closing.
• Recruit new agents and support recruiting growth goals.
• Provide website registration and technical support assistance as needed.
• Cultivate marketing relationships with agents and distribution partners.
• Maintain a positive, high-performance team environment and uphold Sammons values.
• Meet daily call goals set by manager (≥95%).
• Other duties as assigned.

Skills

Sales support

Inbound outbound calls

Communication skills

Analytical problem solving

Independent work

Sales process knowledge

Team collaboration

Education

Bachelor's Degree

Tools

Salesforce

Job description

What You Can Expect In This Role

Drive sales by providing fixed annuity sales support expertise to existing and new agents and distribution partners of both Midland National and North American. Support efforts to increase overall effectiveness and efficiency of the sales support team in order to increase sales and overall bottom line results for the Company. Work collaboratively with internal departments to fulfill agent needs and requests. Drive sales through proactive outbound call initiatives, as queues allow. Primary goals should be to drive sales and offer complete agent satisfaction.

What You'll Do In This Role

• Drive and support sales by answering inbound calls from agents and distribution partners assisting with running product illustrations, ordering supplies, education of product offerings and promotions as well as other inquiries and requests.
• Demonstrate a proactive sales focus by recognizing and capitalizing on sales opportunities during each call.
• Proactively make outbound calls to agents and distributors, promoting company products and driving sales, as inbound call volumes allow.
• Partner with sales development teams by recognizing and entering opportunities in salesforce so sales reps can follow-up with agents’/distribution partners in an attempt to close the sale and drive additional business.
• Enter and work new leads, as per current guidelines, to recruit new agents to company in an effort to hit sales growth goals.
• Assist the field with website registration, navigation and technical support questions. Work with Information Technology to find resolutions, as needed.
• Establish and cultivate marketing relationships with agents and distribution partners in an effort to help the company achieve sales goals.
• Actively participate in an energetic, supportive team environment to meet and exceed assigned goals in a high performance culture.
• Maintain and promote a positive image of the team, department and company. Lead by example, using a “Sammons First” approach.
• Collaborate with team and sales leaders to share new ideas and suggestions with regards to products, processes and service levels. Share vital feedback about the company’s overall sales and service environment as well as what we’re hearing from the field regarding competitive marketplace.
• Establish and cultivate sales relationships with agents and distribution partners in an effort to help the company meet and exceed its recruiting and production goals.
• Proactively increase knowledge of fixed annuity industry and competitor offerings.
• Diligently strive to meet daily call goals set by department manager. Expectation is to achieve daily call goals at 95% or greater.
• Ample opportunity to make a difference in a unique values-based culture.
• Commit 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.
• Other duties as assigned.

What We're Looking For

• Bachelor's Degree Preferred
• 1-2 years' relevant work experience in insurance industry Preferred
• Excellent verbal and written communication skills
• Ability to work efficiently and independently
• Analytical problem solving
• Ability to influence othersKnowledge of the sales process
• Disciplined and self-motivated
• Organized with ability to focus on appropriate details
• Ability to adapt to frequent change
• Motivated to expand industry-specific knowledge
• High energy level, excellent interpersonal skills
• Positive Attitude required

Other Requirements

• Criminal background check required.

BASE SALARY: $55k + Sales Incentive

What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

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.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [e-mail] or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.