Hybrid Onboarding Wholesaler (ROM)

Responsible for

• Recruiting, training and onboarding new Investment Advisor Representatives and Insurance licensed producers within assigned region.
• Product, company benefits and value prop promotion through phone calls and face-to-face meetings.

What You'll Do In This Role

• Work within assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with prospects in region through face-to-face meetings, regional industry events, phone calls, webinars and other forms of communication in order to appoint new producers within assigned region.
• Onboard new producers by promoting company products, services, and benefits.
• Create and provide business plans/goals and train new agents/producers.
• Create and provide business plans/goals and train new agents/producers.
• Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting and production goals.
• Promote company and products at various industry conferences as necessary.
• Deliver presentations educating producers and distribution partners on company, product, and services in order to recruit quality agents to the company.
• Aid in the development and implementation of training programs for new products, point of sale work, services and programs offered by the company.
• Collaborate with management in the implementation of outbound phone campaigns and other programs to be carried out from the home office.
• In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region.
• This includes ensuring that activity requirements and service standards are met at all times.
• Gather and maintain competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the agents/distribution partners to keep them involved with field climate, trends and other important strategic information.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
• A minimum of 25% travel in region for various producer meetings.
• Maintain a positive image of the company.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).

What We're Looking For

• Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination).
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills.
• Proven ability to build strong relationships-Internally and Externally.
• Excellent presentation skills, both in creation and delivery, to prospective producers/distribution partners of Sammons Financial Group member companies.
• Thorough knowledge of sales and marketing principles and practices.
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths.
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business.
• Educational and/or professional certifications preferred.
• Effective organizational, time management, sales and presentation skills.

Preferred

• Travel within region 25% of time.

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.).

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.