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Internal Wholesaler - Sammons Retirement Solutions

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Sammons Financial Group

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Location:
United States , West Des Moines

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Category:
Sales

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Contract Type:
Employment contract

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Salary:

54000.00 - 59000.00 USD / Year
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Job Description:

Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Institutional Group (SIG) products. Manage sales territory in conjunction with external partner based on the requirements established by SIG.

Job Responsibility:

  • Partner with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell products
  • In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SIG
  • Conduct proactive telephone sales presentations to financial advisors highlighting the SIG products and value proposition
  • Effectively probe to uncover the business goals financial advisors have and interpret how we fit in and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process
  • Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships
  • Navigate the organization to provide problem resolution assistance to financial advisors within the territory
  • Generate ideas and help create content of emails and messaging to financial advisors
  • Actively stay current on investment strategies and trends in the financial industry
  • Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization
  • Commitment to embrace Sammons Financial Group Companies shared values
  • Participate in other initiatives and/or projects as necessary

Requirements:

  • Bachelor's Degree Preferred
  • Financial services sales experience Required
  • Excellent presentation skills and public speaking skills
  • Strong interpersonal and relationship building skills to allow for collaborative work effort
  • Demonstrated success in developing and executing sales plans
  • Knowledge of the retail retirement products
  • Ability to interact with all levels of internal and external resources, vendors as well as other departments
  • Strong problem solving abilities
  • Professional maturity to effectively interface with financial advisors
  • Strong organizational skills with ability to manage territory
  • Series License-63 or ability to obtain within 120 Days Required
  • Series License-6 or ability to obtain within 120 Days Required
  • State life insurance license or ability to obtain within 120 Days Required
  • Securities Industry Essentials (SIE) or ability to obtain within 120 Days Required
  • Travel 1-2 times a year may be required
What we offer:
  • 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
  • 100% company-funded Employee Stock Ownership Plan (ESOP)
  • Automatic enrollment in our 401(k)
  • Friday afternoons off year-round
  • Generous paid time off
  • Paid holidays
  • Paid development time
  • Tuition reimbursement
  • Professional development opportunities
  • Volunteer time off
  • Company nonprofit matching gift program

Additional Information:

Job Posted:
May 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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