Hybrid Wholesaler Job at Sammons Financial Group (West Des Moines)

Hybrid Wholesaler

Sammons Financial Group

Location:
United States , West Des Moines

Category:
Sales

Contract Type:
Not provided

Salary:

70000.00 USD / Year

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Job Description:

Responsible for achieving annuity sales, recruiting and other related goals within assigned region. Identify and build relationships with targeted insurance licensed producers, investment advisors and registered representatives to successfully market and drive annuity sales. If supporting North American Company, identify and build relationships with registered representatives that are appointed through partner Independent Marketing Organizations (IMOs) as well. Maintain and drive annuity sales through current loyalty and base agents. Position products, company benefits and value proposition through phone calls, face-to-face meetings and events.

Job Responsibility:

Work within region to achieve assigned annuity sales goals by promoting company’s products, services and benefits
Identify and build relationships with key producers through face-to-face meetings, regional events, phone calls, webinars and other forms of communication
Responsible for setting appointments and travel rotations in key areas to capitalize on opportunities
Develop and facilitate presentations to promote company and products at various conferences and events
Demonstrate strong ability to articulate the company’s strategy by presenting a compelling story about company strength, culture, values, products and services to drive sales growth and deepen relationships with producers and partners
Analyze data to gain a thorough understanding of region
use data to create quarterly business plans/goals and areas of focus to drive sales
Follow-up with attendees, active and recruits, after events to create interest in company products
Assist with developing and implementing training programs for new products, sales material and services and programs offered by the company
Support producers by providing training, case design, seminar assistance and company marketing collateral and forms
In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns
In partnership with the region's shared internal wholesaler, ensure that activity requirements and service standards are met at all times
Gather and maintain a strong knowledge of competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage
act as a steward for the producers to keep them involved with field climate, trends and other important strategic information
Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies
Maintain a positive image of the company
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

Requirements:

Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination)
Ability to work independently and to communicate clearly and concisely with effective written and oral skills
Proven ability to build strong relationships both internally and externally
Excellent presentation skills, both in creation and delivery, to current and prospective producers’/distribution partners of Sammons Financial Group member companies
Thorough knowledge of sales and marketing principles and practices
Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
Effective organizational, time management, sales and presentation skills
Travel within region up to 33% required

Nice to have:

State life insurance licenses
CLU
ChFC
CFP

What we offer:

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Additional Information:

Job Posted:
March 04, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

Sammons Financial Group - All Job Offers

Job Link Share:

Hybrid Wholesaler

Sammons Financial Group

Location:
United States , West Des Moines

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 04, 2026

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Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 04, 2026

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