Internal Wholesaler - Life

What You Can Expect In This Role

Responsible for supporting, developing and implementing sales and marketing strategies within assigned distribution channel and region(s) to promote and increase the sales of Life products. Manage sales in assigned region(s) in conjunction with external partner(s) to achieve assigned sales goals and drive sustainable sales growth within assigned region(s).

What You'll Do In This Role

• Work within assigned channel/region, and in close partnership Sales Vice Presidents/Regional Vice Presidents, to develop and execute sales and marketing plans to achieve assigned sales goals.
• Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies’ strength, culture, values, products, and services to drive sales growth and deepen relationships with agents/MGAs.
• Establish and cultivate relationships with assigned group of agents and/or MGA contacts through regular contact to develop, grow and drive sales while enhancing relationships. This includes executing on all facets of the sales process with the ultimate goal of helping the agent to grow his/her business and increasing sales volume.
• Work with agents/MGAs in the region to deliver on a variety of sales needs – including development of life case design, product selection consultation, and product information (including competitive positioning). Capitalize on opportunities to persuade agents/MGAs of product competitiveness and company strength.
• Responsible for contacting and managing contracting paperwork for recruits in assigned region – including focused and consistent follow-up on all recruit leads including agent referrals, recruiting lists, agent direct inquiries and Bank/Broker Dealer leads.
• Play a key role in coordinating new agent/ MGA onboarding and providing solutions to other training needs to ensure understanding of how to effectively and efficiently do business within Life Division.
• Utilize sales and marketing skills to identify and rank agents/MGAs with potential for placing and growing business. Determine priority of contacting the various groups of agents/MGA contacts in assigned region with focused efforts on increased sales and driving growth
• Respond to calls and e-mail correspondence from agents/MGAs to provide support on products, marketing and sales materials, sales concepts, product education, case design, and advanced illustration support.
• Responsible for creating and developing sales presentations that are utilized by internal and external sales teams in webinars and meetings with distribution partners.
• Present sales concepts to agents/MGAs in webinars and live presentations through an established process to help them grow their business.
• Collaborate with management, and actively participate in the implementation of targeted outbound phone campaigns, marketing programs, and effective messaging to be executed from the home office. Recommend, create, implement, and follow-through on sales and marketing initiatives within assigned region.
• Gather and maintain agent/MGA profile information in SalesForce including key marketing contacts, primary business focus, key carrier relationships, mix of business by product, and all other critical information deemed necessary for ensuring a complete understanding of agents/MGAs in assigned region.
• Actively participate in meetings and offer information with individual and agent feedback on our products, marketing campaigns, incentives and training programs.
• Assist with developing and implementing training programs for new products, point of sale materials, services and programs offered by the company.
• Drive sales and recruiting efforts in open regions through regular contact with existing agents/MGAs and prospective agents/MGAs in the region.
• Keep management informed of market changes, trends and other strategic information that could have a meaningful impact to sales objectives.
• 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 Preferred Or
• relevant work experience Preferred
• Minimum 5 years' financial services sales experience Preferred
• Life insurance product knowledge and previous experience as a life insurance agent preferred
• Excellent verbal and written communication skills – including strong telephone experience
• Complete knowledge of the sales process
• Ability to develop rapport with and influence key distribution partners
• Ability to proactively address sales/marketing needs and identify solutions when needed
• Strong organizational skills and ability to prioritize work effectively in a goal-centered environment
• Must be motivated to expand industry-specific knowledge
• Must be able to handle a changing work and business climate
• Good interpersonal skills, including effective relational skills, strong initiative, and high level of energy
• Must possess dynamic individual and group presentation skills when working with distribution partners
• Proven ability to build effective internal and external relationships
• Must project a positive, professional image and conduct
• Life Insurance Agent license or ability to obtain within 120 Days Required
• Travel required 3-4 times per year
  
  

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
  
  

$60,000 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.