CrawlJobs Logo

Hybrid Wholesaler

sammonsfinancialgroup.com Logo

Sammons Financial Group

Location Icon

Location:
United States , West Des Moines

Category Icon
Category:
Sales

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

70000.00 USD / Year
Save Job
Save Icon
Apply Position

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
Icon
Sammons Financial Group - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Hybrid Wholesaler

Senior Commercial Manager – Hotels (B2B Travel)

At Omio, we’re building a next-generation B2B travel solution designed for busin...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
foodlabs.com Logo
FoodLabs & Atlantic Labs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in commercial, supply, or partnerships roles within travel or travel tech
  • Strong background in hotel distribution and B2B travel ecosystems
  • Proven track record negotiating complex, multi-market commercial agreements
  • Established network across hotel chains, distributors, and hotel-tech ecosystem players
  • Demonstrated ability to originate opportunities, structure deals, and close strategic partnerships
  • Strong commercial and analytical instincts with a high degree of ownership
  • Comfortable operating in ambiguity and building new structures from the ground up
  • Clear, persuasive communicator able to engage senior stakeholders
  • Fluent in English
Job Responsibility
Job Responsibility
  • Define and execute the global hotel supply strategy for our B2B business (EMEA focus, APAC/US secondary)
  • Source, negotiate, and close direct multi-market agreements with hotel chains and groups
  • Build partnerships with distributors, wholesalers, channel managers, and B2B travel platforms
  • Structure scalable commercial models (API, wholesale, affiliate, hybrid) balancing margin, scale, and flexibility
  • Optimise commercial terms and hotel margins within contractual frameworks
  • Ensure inventory coverage matches customer demand and growth priorities
  • Monitor performance against KPIs and renegotiate where necessary
  • Unlock new and non-obvious supply opportunities through your industry network
  • Partner closely with Product and Engineering on integrations and hotel-related features
  • Collaborate with Legal, Finance, and Operations to launch and scale agreements
What we offer
What we offer
  • Annual travel benefits
  • Education bonus, including two days off annually for professional development
  • An extra day off on your birthday
  • Fitness memberships with Urban Sports Club
  • Employee Assistance Program offering mental health support and resources
  • A dog-friendly office
  • Fulltime
Read More
Arrow Right

Billing Analyst

We are looking for a detail-oriented Billing Analyst to join our team in Charlot...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in accounts receivable or billing, with a preference for candidates with at least four years of experience
  • Proficiency in high-volume invoicing processes and familiarity with customer portal management
  • Strong organizational skills and attention to detail to handle multiple billing instances effectively
  • Ability to adapt and work collaboratively with diverse personalities and teams
  • Excellent communication skills to build relationships with internal divisions and external clients
  • Experience with billing functions in a manufacturing or wholesale distribution setting is a plus
  • Proficiency in using billing or ERP systems, with Siteline experience preferred
  • Flexibility to adjust to a hybrid work schedule, including in-office and remote workdays
Job Responsibility
Job Responsibility
  • Prepare and deliver accurate invoices based on shipment data from the previous day
  • Reconcile billing records and post finalized invoices into the Siteline system
  • Manage portal entries for invoicing processes across multiple customer platforms
  • Build and maintain strong relationships with assigned divisions to ensure approval and accuracy of invoices
  • Collaborate with a team managing billing for over 30 divisions, providing backup support when needed
  • Monitor and address any discrepancies in the billing process to maintain data integrity
  • Ensure compliance with company billing policies and customer-specific requirements
  • Assist in process improvements to enhance efficiency within the billing cycle
  • Provide exceptional customer service to internal and external stakeholders
  • Support additional accounts receivable tasks as required
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in our company 401(k) plan
Read More
Arrow Right

Director, Model Portfolios

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey mo...
Location
Location
United States
Salary
Salary:
100000.00 - 155000.00 USD / Year
fidelity.com Logo
Fidelity Investments
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree required
  • MBA, CFA or equivalent graduate degree a plus
  • Series 7 & 63 licenses required (pass within 90 days)
  • 10+ years of financial services experience
Job Responsibility
Job Responsibility
  • Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
  • Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
  • Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
  • Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
  • Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
  • Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space
What we offer
What we offer
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
  • Fulltime
Read More
Arrow Right

Director, Model Portfolios

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey mo...
Location
Location
United States , New York, NY; NJ Work From Home
Salary
Salary:
100000.00 - 155000.00 USD / Year
fidelity.com Logo
Fidelity Investments
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree required
  • MBA, CFA or equivalent graduate degree a plus
  • Series 7 & 63 licenses required (pass within 90 days)
  • 10+ years of financial services experience
Job Responsibility
Job Responsibility
  • Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
  • Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
  • Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
  • Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
  • Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
  • Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space
What we offer
What we offer
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
  • Fulltime
Read More
Arrow Right

Sales & Use Tax Accountant

A growing CPG company is seeking a Sales & Use Tax Accountant to join its financ...
Location
Location
United States , White Plains
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in accounting or Finance (CPA or CPA‑track preferred)
  • 4+ years of progressive accounting experience, preferably in wholesale, distribution, or manufacturing
  • Experience with multi‑state taxation, sales/use tax, and corporate tax filings
  • Proficient in ERP/accounting systems (e.g., SAP, NetSuite, or similar)
  • Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, data analysis)
  • Familiarity with inventory costing and transactional accounting
  • Proven, hands‑on sales & use tax experience (manufacturing environment strongly preferred)
  • Strong knowledge of multi‑state tax regulations and compliance requirements
  • Detail‑oriented professional who can work independently in a hybrid setting
Job Responsibility
Job Responsibility
  • Prepare, review, and file sales & use tax returns across multiple jurisdictions
  • Manage taxability determinations for products, services, and exemptions
  • Support audits, notices, and inquiries related to sales & use tax
  • Partner with accounting, operations, and sales teams to ensure accurate tax application
  • Maintain and improve sales & use tax processes, documentation, and controls
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
Read More
Arrow Right
New

Store Associate

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Washington
Salary
Salary:
15.92 - 22.92 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 17, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • Parttime
Read More
Arrow Right
New

Manufacturing Manager

Location
Location
United States , Renton
Salary
Salary:
119000.00 - 161000.00 USD / Year
boeing.com Logo
Boeing
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in Aerospace, Fabrication, or manufacturing environment
  • 1+ years of experience with continuous process improvement initiatives
  • Proficiency with Microsoft Office (Word, Outlook, Excel, and PowerPoint)
  • Ability to work variable shifts, including weekends and overtime
  • Candidates must have at least one year of experience in a leadership role (team leader, temp manager, large scale cross-functional project/program management, or formal manager experience) OR have completed the Boeing internal course “Exploring Leadership”
Job Responsibility
Job Responsibility
  • Leads employees performing activities in multiple manufacturing subject areas
  • Develops and implements business plans, policies and procedures and develops organizational and technical strategies
  • Acquires resources, provides technical management of suppliers and leads process improvements
  • Develops and maintains relationships and partnerships with customers, peers, partners and direct reports
  • Provides oversight and approval of technical approaches, products and processes
  • Leads, develops and motivates employees
What we offer
What we offer
  • health insurance
  • flexible spending accounts
  • health savings accounts
  • retirement savings plans
  • life and disability insurance programs
  • paid and unpaid time away from work
  • Generous company match to your 401(k)
  • Industry-leading tuition assistance program pays your institution directly
  • Fertility, adoption, and surrogacy benefits
  • Up to $10,000 gift match when you support your favorite nonprofit organizations
  • Fulltime
Read More
Arrow Right
New

Shift Supervisor

A Shift Supervisor is a key leader supporting the CVS Store Management team in d...
Location
Location
United States , Daleville
Salary
Salary:
16.00 - 23.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 15, 2026
Flip Icon
Requirements
Requirements
  • Deductive reasoning ability, analytical skills and computer skills
  • Advanced communication skills and supervision skills
  • Ability to work a flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise
Job Responsibility
Job Responsibility
  • Work effectively with store management and store crews
  • Supervise the store's crew through assigning, directing and following up of all activities
  • Effectively communicate information both to and from store management and crews
  • Assist customers with their questions, problems and complaints
  • Promote CVS customer service culture (Greet, offer help, and thank)
  • Handle all customer relations issues in accordance with company policy and promote a positive shopping experience for all CVS customers
  • Maintain customer/patient confidentiality
  • Price merchandise
  • Stock shelves
  • Execute the displays, sign and inventory of weekly, promotional, and seasonal merchandise
What we offer
What we offer
  • Dental
  • Vision
  • Wellness resources
  • Employee discounts
  • Access to certain voluntary benefits
  • Other programs
  • Parttime
Read More
Arrow Right