Sammons Financial Group Inc.
AVP, National Sales Manager - Beacon Capital Management
Sammons Financial Group Inc., West Des Moines, Iowa, United States, 50265
What You Can Expect In This Role
Responsible for the management, training, coaching and development of Wholesaling team within Beacon Capital Management. Responsible for execution and oversight of sales activities including extensive travel; working with wholesalers as they are meeting with advisors in various forums.
What You'll Do In This Role
Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for wholesale team.
Responsible for setting goals for all direct reports, coaching for performance, and collaborating with other business unit sales managers to create development plans and goals for sales teams.
Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings and call coaching.
Hire and onboard new wholesalers as necessary.
Actively and consistently engage external distribution partners and sales leadership to solicit feedback on team performance and to identify additional opportunities for collaboration and partnership in growing sales.
Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners.
Participate in and create presentations for virtual conference training sessions as assigned. Coach and assist wholesalers in developing sales tools and resources.
Participate in and create presentations as needed and coach/assist wholesaling team in development related to onboarding as needed.
Represent company at industry functions and training meetings by speaking to groups and effectively promoting Beacon products.
Professionally deliver training presentations to groups of producers.
Build solid and enduring professional relationships with assigned account relationships to influence and drive sustainable sales.
Prepare detailed and time‑sensitive reports which reflect the progress made toward the accomplishment of the objectives by measuring the regional activity and sales.
Collaboratively work with other leaders within Sammons Financial Group Companies to achieve goals and facilitate communication between departments.
Promote a high‑performing, highly motivated, productive team environment.
Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
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 Communications, Marketing, Business or related field preferred
Minimum 10 years' Financial wholesaling experience preferred
Knowledge of financial products and services required
Knowledge of accounting and budgeting processes preferred
Strong people and project management skills
Ability to effectively manage and motivate staff
Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities in a team environment
Demonstrated success in developing and executing marketing plans
Ability interact with all levels of internal and external resources, vendors as well as other departments
Excellent communication skills-both oral and written
Strong problem solving abilities
Professional maturity to effectively interface with Senior Management
Strong organizational skills with ability to handle multiple projects with tight deadlines
Strategy development experience
Strong public speaking skills
FINRA Series 65, 7 and 24 required or ability to obtain within 180 days
Must be able to travel a minimum of 50% of the time and may be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs.
Other Requirements
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.
If we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.
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.
What you can expect when you join Sammons Financial Group
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 $0.00 - USD $0.00 /Yr.
$125,000 - 150,000 Flat base salary + Sales Incentive
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.)
#J-18808-Ljbffr
What You'll Do In This Role
Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for wholesale team.
Responsible for setting goals for all direct reports, coaching for performance, and collaborating with other business unit sales managers to create development plans and goals for sales teams.
Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings and call coaching.
Hire and onboard new wholesalers as necessary.
Actively and consistently engage external distribution partners and sales leadership to solicit feedback on team performance and to identify additional opportunities for collaboration and partnership in growing sales.
Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners.
Participate in and create presentations for virtual conference training sessions as assigned. Coach and assist wholesalers in developing sales tools and resources.
Participate in and create presentations as needed and coach/assist wholesaling team in development related to onboarding as needed.
Represent company at industry functions and training meetings by speaking to groups and effectively promoting Beacon products.
Professionally deliver training presentations to groups of producers.
Build solid and enduring professional relationships with assigned account relationships to influence and drive sustainable sales.
Prepare detailed and time‑sensitive reports which reflect the progress made toward the accomplishment of the objectives by measuring the regional activity and sales.
Collaboratively work with other leaders within Sammons Financial Group Companies to achieve goals and facilitate communication between departments.
Promote a high‑performing, highly motivated, productive team environment.
Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
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 Communications, Marketing, Business or related field preferred
Minimum 10 years' Financial wholesaling experience preferred
Knowledge of financial products and services required
Knowledge of accounting and budgeting processes preferred
Strong people and project management skills
Ability to effectively manage and motivate staff
Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities in a team environment
Demonstrated success in developing and executing marketing plans
Ability interact with all levels of internal and external resources, vendors as well as other departments
Excellent communication skills-both oral and written
Strong problem solving abilities
Professional maturity to effectively interface with Senior Management
Strong organizational skills with ability to handle multiple projects with tight deadlines
Strategy development experience
Strong public speaking skills
FINRA Series 65, 7 and 24 required or ability to obtain within 180 days
Must be able to travel a minimum of 50% of the time and may be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs.
Other Requirements
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.
If we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.
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.
What you can expect when you join Sammons Financial Group
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 $0.00 - USD $0.00 /Yr.
$125,000 - 150,000 Flat base salary + Sales Incentive
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.)
#J-18808-Ljbffr