Sammons Financial Group Companies
Advanced Markets Case Design Consultant
Sammons Financial Group Companies, West Des Moines, Iowa, United States, 50265
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Advanced Markets Case Design Consultant
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Sammons Financial Group Companies Role Overview
Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets reference materials and update, develop and deliver Advanced Markets promotional and educational materials and programs. What You'll Do In This Role
Provide high‑end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case. Proactively gather data on advanced sales to track success utilizing Customer Relationship Management (CRM) system and other internal systems. Compile data in a visual format for senior management and reposition data to identify future opportunities. Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated. Collaborate with Life Distribution, Life Marketing and Life Strategy teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels. Analyze the competitive life product landscape and provide Life Distribution, Life Marketing and Life Strategy teams with details, insight and marketable opportunities to best showcase product competitiveness to the field and enhance sales opportunities. Assist the Life Marketing teams in the positioning of Life products in regards to their alignment with different sales concepts, unique and marketable opportunities and competitive design or performance areas. Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners. Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in‑person meetings with our distribution partners. Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers. Collaborate with internal Marketing team(s) to ensure accurate and effective marketing pieces. Provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support. Train new marketing team associates on product, sales concepts and general life insurance concepts as part of the new employee onboarding process. 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 in Business, Accounting or Marketing Preferred Minimum 7 years' experience in life marketing with additional background in other life insurance areas Preferred 2-4 years' advanced case design creation and consultation Preferred 1-3 years' experience in formal documentation and adult learning/training/education Preferred Experience with advanced illustration and case design systems (e.g., Insmark) Preferred Highly‑developed communication skills (written and verbal) with the ability to deliver clear and convincing presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing Outstanding analytical skills with ability to apply and identify insights into actionable design or marketing opportunities Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking Significant exposure to a broad sampling of training industry standards and best practices Proven ability to interact with associates and senior management in a cross‑functional environment, using tact and good judgement Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction Achievement‑oriented and possesses strong problem solving, decision making, strategic and process thinking skills Self‑motivated with the ability to work independently and effectively under deadline pressures Results‑oriented team player with high sense of accountability Proficient use of Excel, Outlook, PowerPoint and Word as they relate to assigned projects CLU Preferred ChFC Preferred CFP Preferred 5% travel to other office locations to attend company meetings may be required Other Requirements
Criminal background check required. Benefits
Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. Our Employee Stock Ownership Plan (ESOP) is a 100% company‑funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. Colleagues who support one another, model our core values, and drive our healthy, high‑performing culture. Salary Range Information
USD $74,301.00 – $154,793.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. 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.).
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Advanced Markets Case Design Consultant
role at
Sammons Financial Group Companies Role Overview
Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets reference materials and update, develop and deliver Advanced Markets promotional and educational materials and programs. What You'll Do In This Role
Provide high‑end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case. Proactively gather data on advanced sales to track success utilizing Customer Relationship Management (CRM) system and other internal systems. Compile data in a visual format for senior management and reposition data to identify future opportunities. Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated. Collaborate with Life Distribution, Life Marketing and Life Strategy teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels. Analyze the competitive life product landscape and provide Life Distribution, Life Marketing and Life Strategy teams with details, insight and marketable opportunities to best showcase product competitiveness to the field and enhance sales opportunities. Assist the Life Marketing teams in the positioning of Life products in regards to their alignment with different sales concepts, unique and marketable opportunities and competitive design or performance areas. Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners. Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in‑person meetings with our distribution partners. Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers. Collaborate with internal Marketing team(s) to ensure accurate and effective marketing pieces. Provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support. Train new marketing team associates on product, sales concepts and general life insurance concepts as part of the new employee onboarding process. 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 in Business, Accounting or Marketing Preferred Minimum 7 years' experience in life marketing with additional background in other life insurance areas Preferred 2-4 years' advanced case design creation and consultation Preferred 1-3 years' experience in formal documentation and adult learning/training/education Preferred Experience with advanced illustration and case design systems (e.g., Insmark) Preferred Highly‑developed communication skills (written and verbal) with the ability to deliver clear and convincing presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing Outstanding analytical skills with ability to apply and identify insights into actionable design or marketing opportunities Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking Significant exposure to a broad sampling of training industry standards and best practices Proven ability to interact with associates and senior management in a cross‑functional environment, using tact and good judgement Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction Achievement‑oriented and possesses strong problem solving, decision making, strategic and process thinking skills Self‑motivated with the ability to work independently and effectively under deadline pressures Results‑oriented team player with high sense of accountability Proficient use of Excel, Outlook, PowerPoint and Word as they relate to assigned projects CLU Preferred ChFC Preferred CFP Preferred 5% travel to other office locations to attend company meetings may be required Other Requirements
Criminal background check required. Benefits
Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. Our Employee Stock Ownership Plan (ESOP) is a 100% company‑funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. Colleagues who support one another, model our core values, and drive our healthy, high‑performing culture. Salary Range Information
USD $74,301.00 – $154,793.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. 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.).
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