Regional Vice President, Beacon Capital Management - Ohio, Michigan, Indiana, Kentucky Regions
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". Pay and Schedule sections only if posting actually states them.
We need to parse the posting.
Content:
"What You Can Expect In This Role Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services."
"What You'll Do In This Role In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. Develop and maintain relationships with Registered Investment Advisors to grow sales. Deliver presentations within established sales territory including continuing education programs, product training and value add training. Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. Provide education, sales leadership and relationship management for top advisors within established sales territory. Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. Act as a resource for sales training and BCM training to internal and external stakeholders. Attend conferences as requested. Maintain a positive image of the company in work actions and interactions with others 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. Participate in other initiatives and/or projects as necessary."
"What We're Looking For Bachelor's Degree Communications, Marketing, Business or related field Preferred5-10 years' financial services sales experience, preferably previous wholesaling experience RequiredExcellent presentation skills and public speaking skillsStrong people and relationship building skillsProven interpersonal skills to allow for collaborative work effortDemonstrated success in developing and executing sales plansAbility to interact with all levels of internal and external resources, vendors as well as other departmentsStrong problem solving abilitiesAbility to effectively interface with senior management using high level of professionalismStrong organizational skills with ability to manage territorySeries License-65 Preferred50% Travel within territory and to conferences Other Requirements Criminal background check required. This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions. $80,000 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 HR@sfgmembers.com 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."
We need to remove boilerplate: EEO, ADA, E-Verify, Policy for External Search Firms, Work Authorization/Sponsorship? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Work Authorization/Sponsorship is likely considered legal/immigration policy; should be removed. Also the "Additional Information" block includes EEO, ADA, E-Verify, etc. Remove those.
We need to keep substantive info: role description, responsibilities, qualifications, benefits, pay, maybe schedule (Friday afternoons off year-round). Also mention travel 50% within territory and to conferences.
We need to decide sections: About the role (maybe "What You Can Expect In This Role" and "What You'll Do In This Role" could be combined under Responsibilities). Requirements/Qualifications: education, experience, skills, licenses. Benefits: health coverage, ESOP, 401k, PTO, Friday afternoons off, development time, tuition reimbursement, volunteer time off, matching gift program, ownership culture. Pay: "$80,000 base salary + Sales Incentive". Schedule: maybe mention "Friday afternoons off year-round" as schedule info. Also travel 50% could be under Responsibilities or a separate section? Probably under Responsibilities.
We must not create sections with filler. So we need to ensure each section has real content.
Let's extract:
About the role: maybe a brief summary: "Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services."
Responsibilities: list bullet points from "What You'll Do In This Role". Let's list them:
- In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM.
- Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
- Develop and maintain relationships with Registered Investment Advisors to grow sales.
- Deliver presentations within established sales territory including continuing education programs, product training and value add training.
- Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory.
- Provide education, sales leadership and relationship management for top advisors within established sales territory.
- Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements.
- Act as a resource for sales training and BCM training to internal and external stakeholders.
- Attend conferences as requested.
- Maintain a positive image of the company in work actions and interactions with others 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.
- Participate in other initiatives and/or projects as necessary.
We could also include travel 50% within territory and to conferences as part of responsibilities or maybe separate.
Requirements/Qualifications: bullet list:
- Bachelor's Degree in Communications, Marketing, Business or related field (Preferred)
- 5-10 years' financial services sales experience, preferably previous wholesaling experience (Preferred)
- Excellent presentation skills and public speaking skills (Required)
- Strong people and relationship building skills (Required)
- Proven interpersonal skills to allow for collaborative work effort (Required)
- Demonstrated success in developing and executing sales plans (Required)
- Ability to interact with all levels of internal and external resources, vendors as well as other departments (Required)
- Strong problem solving abilities (Required)
- Ability to effectively interface with senior management using high level of professionalism (Required)
- Strong organizational skills with ability to manage territory (Required)
- Series License-65 (Preferred)
- 50% Travel within territory and to conferences (maybe under Responsibilities but could be a requirement)
- Criminal background check required.
- Role subject to SEC compliance program (monitoring personal securities transactions, restrictions on outside business activities, etc.)
We need to decide if we include SEC compliance as requirement. It's substantive.
Pay: "$80,000 base salary + Sales Incentive"
Benefits: list bullet points:
- 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.
- 100% company-funded Employee Stock Ownership Plan (ESOP).
- Automatic enrollment in 401(k).
- Work–life balance: Friday afternoons off year-round, generous paid time off, and paid holidays.
- Paid development time.
- Tuition reimbursement.
- Professional development opportunities across industry, individual, and leadership programs.
- Volunteer time off.
- Company nonprofit matching gift program.
- Ownership culture that inspires; connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work.
Schedule: maybe we can include "Friday afternoons off year-round" as schedule. Also maybe mention regular attendance required. But schedule section only if posting actually states them. It does mention Friday afternoons off year-round, generous paid time off, paid holidays. That's schedule/benefits overlap. Could put under Benefits as work-life balance. But we could also create a Schedule section with that info. However we need to avoid thin sections. Perhaps combine schedule info into Benefits under work-life balance. The instruction: Prefer a few substantive sections over many thin ones. So we can have sections: About the role (maybe not needed if we have Responsibilities). Actually "About the role" could be a short paragraph summarizing role. Then Responsibilities, Requirements, Benefits, Pay. That's four sections. Schedule could be part of Benefits.
We must not repeat job title as heading. So no heading for the job title.
We need to output only HTML fragment, no /. Use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
Thus structure:
About the Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". Pay and Schedule sections only if posting actually states them. We need to parse the posting. Content: "What You Can Expect In This Role Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services." "What You'll Do In This Role In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. Develop and maintain relationships with Registered Investment Advisors to grow sales. Deliver presentations within established sales territory including continuing education programs, product training and value add training. Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. Provide education, sales leadership and relationship management for top advisors within established sales territory. Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. Act as a resource for sales training and BCM training to internal and external stakeholders. Attend conferences as requested. Maintain a positive image of the company in work actions and interactions with others 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. Participate in other initiatives and/or projects as necessary." "What We're Looking For Bachelor's Degree Communications, Marketing, Business or related field Preferred5-10 years' financial services sales experience, preferably previous wholesaling experience RequiredExcellent presentation skills and public speaking skillsStrong people and relationship building skillsProven interpersonal skills to allow for collaborative work effortDemonstrated success in developing and executing sales plansAbility to interact with all levels of internal and external resources, vendors as well as other departmentsStrong problem solving abilitiesAbility to effectively interface with senior management using high level of professionalismStrong organizational skills with ability to manage territorySeries License-65 Preferred50% Travel within territory and to conferences Other Requirements Criminal background check required. This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions. $80,000 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 HR@sfgmembers.com 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." We need to remove boilerplate: EEO, ADA, E-Verify, Policy for External Search Firms, Work Authorization/Sponsorship? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Work Authorization/Sponsorship is likely considered legal/immigration policy; should be removed. Also the "Additional Information" block includes EEO, ADA, E-Verify, etc. Remove those. We need to keep substantive info: role description, responsibilities, qualifications, benefits, pay, maybe schedule (Friday afternoons off year-round). Also mention travel 50% within territory and to conferences. We need to decide sections: About the role (maybe "What You Can Expect In This Role" and "What You'll Do In This Role" could be combined under Responsibilities). Requirements/Qualifications: education, experience, skills, licenses. Benefits: health coverage, ESOP, 401k, PTO, Friday afternoons off, development time, tuition reimbursement, volunteer time off, matching gift program, ownership culture. Pay: "$80,000 base salary + Sales Incentive". Schedule: maybe mention "Friday afternoons off year-round" as schedule info. Also travel 50% could be under Responsibilities or a separate section? Probably under Responsibilities. We must not create sections with filler. So we need to ensure each section has real content. Let's extract: About the role: maybe a brief summary: "Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services." Responsibilities: list bullet points from "What You'll Do In This Role". Let's list them: - In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. - Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. - Develop and maintain relationships with Registered Investment Advisors to grow sales. - Deliver presentations within established sales territory including continuing education programs, product training and value add training. - Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. - Provide education, sales leadership and relationship management for top advisors within established sales territory. - Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. - Act as a resource for sales training and BCM training to internal and external stakeholders. - Attend conferences as requested. - Maintain a positive image of the company in work actions and interactions with others 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. - Participate in other initiatives and/or projects as necessary. We could also include travel 50% within territory and to conferences as part of responsibilities or maybe separate. Requirements/Qualifications: bullet list: - Bachelor's Degree in Communications, Marketing, Business or related field (Preferred) - 5-10 years' financial services sales experience, preferably previous wholesaling experience (Preferred) - Excellent presentation skills and public speaking skills (Required) - Strong people and relationship building skills (Required) - Proven interpersonal skills to allow for collaborative work effort (Required) - Demonstrated success in developing and executing sales plans (Required) - Ability to interact with all levels of internal and external resources, vendors as well as other departments (Required) - Strong problem solving abilities (Required) - Ability to effectively interface with senior management using high level of professionalism (Required) - Strong organizational skills with ability to manage territory (Required) - Series License-65 (Preferred) - 50% Travel within territory and to conferences (maybe under Responsibilities but could be a requirement) - Criminal background check required. - Role subject to SEC compliance program (monitoring personal securities transactions, restrictions on outside business activities, etc.) We need to decide if we include SEC compliance as requirement. It's substantive. Pay: "$80,000 base salary + Sales Incentive" Benefits: list bullet points: - 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. - 100% company-funded Employee Stock Ownership Plan (ESOP). - Automatic enrollment in 401(k). - Work–life balance: Friday afternoons off year-round, generous paid time off, and paid holidays. - Paid development time. - Tuition reimbursement. - Professional development opportunities across industry, individual, and leadership programs. - Volunteer time off. - Company nonprofit matching gift program. - Ownership culture that inspires; connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work. Schedule: maybe we can include "Friday afternoons off year-round" as schedule. Also maybe mention regular attendance required. But schedule section only if posting actually states them. It does mention Friday afternoons off year-round, generous paid time off, paid holidays. That's schedule/benefits overlap. Could put under Benefits as work-life balance. But we could also create a Schedule section with that info. However we need to avoid thin sections. Perhaps combine schedule info into Benefits under work-life balance. The instruction: Prefer a few substantive sections over many thin ones. So we can have sections: About the role (maybe not needed if we have Responsibilities). Actually "About the role" could be a short paragraph summarizing role. Then Responsibilities, Requirements, Benefits, Pay. That's four sections. Schedule could be part of Benefits. We must not repeat job title as heading. So no heading for the job title. We need to output only HTML fragment, no /. Use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
Thus structure:
About the Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management
for prose. Thus structure:
About the Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management