Sales Vice President, NA
Sammons Financial Group Inc., West Des Moines, Iowa, United States, 50265
What You Can Expect In This Role
Responsible for achieving fixed annuity sales and recruiting goals within assigned territories for North American (NA) Company for Life and Health (the Company). Responsible for building and maintaining professional relationships with key Managing General Agent (MGA) partners and new MGAs.
What You'll Do In This Role
Work within assigned region to achieve annuity sales objectives (in both quantity and quality of sales).
Maintain production levels for existing MGA partners and recruit new, qualified MGAs who meet the company’s profile and hiring guidelines; MGA sales growth targets shall be established annually.
Build relationships with key distributors; attend MGA events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agencies, and in general adding value to our key distributors.
Deliver presentations to educate MGAs (including marketers) within assigned geographic territory by becoming knowledgeable about the products, sales materials, support services, market conduct and sales practices.
Understand and communicate all of the Company’s annuity products and features and recommend to the Company additional products, services or changes that will positively affect our results.
Demonstrate strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values, products and services to drive sales growth and deeper distributor relationships.
Conduct WebEx sessions within assigned territory, and on a national basis, in order to promote North American annuity products, programs and incentives. Act as liaison between our MGA partners and home office personnel.
Ensure MGAs receive appropriate communications regarding company rates, promotions, changes, policies and procedures.
Actively pursue opportunities to collaborate with other home office employees, and where necessary, work across all business lines for the best results for Sammons Financial Group (SFG) member companies as a whole.
Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer, directives to the producer to stop detrimental sales practices and termination of producers.
Support expense management by completing accurate travel expense reports on a timely basis.
Attend home office and industry training meetings.
Frequent in-region travel for agent meetings, approximately 50-75% overnight or road travel expected.
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 Marketing, Business Administration, Economics or equivalent business experience Preferred
Minimum 5 years' experience in Annuity sales with demonstrated successful track record Preferred
Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
Demonstrated excellent communication and presentation skills
Strong public speaking skills
Strong problem solving skills
Demonstrated positive, professional image and conduct, which adheres to the Company’s core values including but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
Demonstrated exceptional working knowledge of annuity products
Must be able to travel 50-75% of the time
ChFC Preferred
CLU Preferred
Series License-6 Preferred
Series License-63 Preferred
50-75% travel across assigned geographic territory and attendance at industry related conferences and meetings required
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 the position is in the SIG business unit, Annuity New Business Securities team, or 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.
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. 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.)
#J-18808-Ljbffr
What You'll Do In This Role
Work within assigned region to achieve annuity sales objectives (in both quantity and quality of sales).
Maintain production levels for existing MGA partners and recruit new, qualified MGAs who meet the company’s profile and hiring guidelines; MGA sales growth targets shall be established annually.
Build relationships with key distributors; attend MGA events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agencies, and in general adding value to our key distributors.
Deliver presentations to educate MGAs (including marketers) within assigned geographic territory by becoming knowledgeable about the products, sales materials, support services, market conduct and sales practices.
Understand and communicate all of the Company’s annuity products and features and recommend to the Company additional products, services or changes that will positively affect our results.
Demonstrate strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values, products and services to drive sales growth and deeper distributor relationships.
Conduct WebEx sessions within assigned territory, and on a national basis, in order to promote North American annuity products, programs and incentives. Act as liaison between our MGA partners and home office personnel.
Ensure MGAs receive appropriate communications regarding company rates, promotions, changes, policies and procedures.
Actively pursue opportunities to collaborate with other home office employees, and where necessary, work across all business lines for the best results for Sammons Financial Group (SFG) member companies as a whole.
Assert corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer, directives to the producer to stop detrimental sales practices and termination of producers.
Support expense management by completing accurate travel expense reports on a timely basis.
Attend home office and industry training meetings.
Frequent in-region travel for agent meetings, approximately 50-75% overnight or road travel expected.
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 Marketing, Business Administration, Economics or equivalent business experience Preferred
Minimum 5 years' experience in Annuity sales with demonstrated successful track record Preferred
Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
Demonstrated excellent communication and presentation skills
Strong public speaking skills
Strong problem solving skills
Demonstrated positive, professional image and conduct, which adheres to the Company’s core values including but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
Demonstrated exceptional working knowledge of annuity products
Must be able to travel 50-75% of the time
ChFC Preferred
CLU Preferred
Series License-6 Preferred
Series License-63 Preferred
50-75% travel across assigned geographic territory and attendance at industry related conferences and meetings required
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 the position is in the SIG business unit, Annuity New Business Securities team, or 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.
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. 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.)
#J-18808-Ljbffr