Internal Wholesaler - Sammons Retirement Solutions

What you can expect as the Internal Wholesaler - Sammons Retirement Solutions :

Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Retirement Solutions' products.

Manage sales territory in conjunction with external partner based on the requirements established by Sammons Retirement Solutions (SRS).

• Partner with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell products.
• If working for the Bank Regional Specialty Channel, partner with all External Wholesalers covering the same territories to identify and develop relationships within channel to successfully market and sell products.
• In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SRS.
• Conduct proactive telephone sales presentations to financial advisors highlighting the SRS' products and value proposition.

Create talking points and agendas to utilize along with key selling points.

Effectively probe to uncover the business goals financial advisors have and interpret how we fit in and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.

Create plans for presenting SRS products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.

• Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, manage problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
• Navigate the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution.

Responsible for communicating resolution to the financial advisors.

• Generate ideas and help create content of emails and messaging to financial advisors.
• Actively stay current on investment strategies and trends in the financial industry.
• Maintain a positive image of the company in work actions and interactions with other's serving as a representative of the organization.
• 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.

What we are looking for :

• Bachelor's Degree preferred
• Financial services sales experience required
• Series License- or ability to obtain within Days required
• Series License- or ability to obtain within Days required
• Securities Industry Essentials (SIE) or ability to obtain within Days required
• Travel - times a year may be required
• Excellent presentation skills and public speaking skills
• Strong interpersonal and relationship building skills to allow for collaborative work effort
• Demonstrated success in developing and executing sales plans
• Knowledge of the retail retirement products
• Ability to interact with all levels of internal and external resources, vendors as well as other departments
• Strong problem solving abilities
• Professional maturity to effectively interface with financial advisors
• Strong organizational skills with ability to manage territory
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application.

Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records

FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions.

Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures.

As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities.

Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group :

• A casual dress code (yep that means jeans!)
• A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our competitive benefit package includes : Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• A generous retirement program. Our Employee Stock Ownership Plan (ESOP) is a % company funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.

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 F-OPT, F-CPT, J-, etc.)