Sales Relationship Manager

Sammons Financial Group; Sioux Falls (SD); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Comprehensive health coverage

ESOP

401(k)

Fridays off

Paid time off

Tuition reimbursement

Volunteer time off

Nonprofit matching

Ownership culture

Job summary

Sammons Financial Group is seeking a role focused on supporting, developing and implementing sales and marketing strategies for life products within assigned distribution channels. You will build relationships with key partners, present strategy to producers and collaborate on campaigns and trainings to drive sales growth.

The position requires a Bachelor’s degree in marketing or related field, 5+ years in financial services, and willingness to travel ~25% for agent meetings and national

Qualifications

• Bachelor's Degree emphasis in Marketing, Business Administration, Economics or equivalent business experience.
• Minimum 5 years' experience in financial services industry with demonstrated successful track record.
• Prior recruiting experience and sales management experience preferred.
• Demonstrated ability to articulate company strategy and tell a compelling story.
• ChFC/CLU preferred.

Responsibilities

• Build relationships with key distribution partners and producers and present to groups of producers.
• Articulate the company strategy and promote products to drive sales growth.
• Collaborate on outbound campaigns, marketing programs, webinars and trainings.
• Maintain business mix and persistency in the region while learning products and sales practices.
• Collaborate with Home Office and other business units for best results.
• Communicate life products and sales scenarios; suggest improvements to products or processes.
• Prepare time-sensitive reports reflecting progress toward objectives.
• Attend trainings and travel for agent meetings and national conferences (~25%).

Skills

Relationship building

Presentation skills

Strategic thinking

Communication

Education

Bachelor's Degree in Marketing / Business Administration / Economics

Job description

What You Can Expect In This Role

Responsible for supporting, developing and implementing sales and marketing strategies within assigned distribution channel to promote and increase the sales of SFG life products.

What You'll Do In This Role

• Build relationships with key distribution partners and producers; attend major producer events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributor.
• Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies’ strength, culture, values, products, and services to drive sales growth and deepen relationships.
• Collaborate with management, and actively participate in the implementation of targeted outbound phone campaigns, marketing programs, webinars, and other opportunities to teach and train on Life Products. Recommend, create, implement and follow-through on sales and marketing initiatives.
• Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices.
• Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business unites for the best results for Sammons Financial Group (SFG) member companies as a whole.
• Understand and communicate all of the Company’s life products, their uses, applications and sales scenarios for each; promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results.
• Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer with regard to profitability measures, paid case ratio, persistency and debit balances; directives to the producer to stop detrimental sales practices, and recommend the termination of producers.
• Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of the objectives.
• Support expense management by completing accurate travel expense reports on a timely basis.
• Attend Home Office and industry training meetings.
• Frequent travel for agent meetings and National Conferences; approximately 25% overnight, weekend or road travel expected.
• Maintain a full time work schedule as established by the Company including virtual webinars and seminars in the evenings.
• Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.
• 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.

What We're Looking For

• Bachelor's Degree emphasis in Marketing, Business Administration, Economics, or equivalent business experience Required
• Minimum 5 years' experience in financial services industry with demonstrated successful track record Preferred
• Prior recruiting experience required and sales management experience Preferred
• Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
• Demonstrated excellent communication and presentation skills
• Demonstrated positive, professional image and conduct, which adheres to the Company’s core values; this includes but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
• Demonstrated exceptional working knowledge of life insurance products
• ChFC Preferred
• CLU Preferred
• 25% overnight, weekend or road travel required

Other Requirements

• Criminal background check required.

$75,000 base salary + 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.