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

Internal Wholesaler - Sammons Retirement Solutions

Responsible for supporting, developing and implementing Sales and Marketing stra...

Location

United States , West Des Moines

Salary:

54000.00 - 59000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

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

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

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

Fulltime

Regional Internal Wholesaler - Life Sales

Regional Internal Wholesaler - Life Sales position at Nationwide Financial. You ...

Location

United States , Columbus; Scottsdale

Salary:

56000.00 - 104500.00 USD / Year

Nationwide

Expiration Date

Until further notice

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing or related field
FINRA Series 6 and Series 63 licenses required
Three years of experience in a sales-driven position
In-depth knowledge of insurance and financial products
Drive for results
independent judgment and decision-making
relationship building
consultative selling/advising skills
good time management/organization skills
receptive to coaching

Job Responsibility

Initiates daily contacts to targeted business partners to build relationships
Develops and grows strategic business partnerships
Evaluates and determines viability of business partners
Responds to requests from business partners and external sales
Acts as a consultant by proactively providing financial expertise
Executes proactive contacts with business partners to support campaigns
Partners with external sales force to consult with business partners
Engages business partners to retain business
Represents Internal Sales and Service in meetings and initiatives
Consults with functions across Nationwide such as Marketing

What we offer

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire

Fulltime

Specialist, Regional Internal Wholesaler - Annuity

In this position you will play a critical role in partnering with financial prof...

Location

United States , Grandview Heights; Scottsdale

Salary:

56000.00 - 104500.00 USD / Year

Nationwide

Expiration Date

Until further notice

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing or related field
FINRA Series 6 and Series 63 licenses
Three years of experience in a sales-driven position
FINRA SIE and Series 6 license at the time of application
Must reside within 35 miles of specified locations

Job Responsibility

Initiates daily contacts to targeted business partners to build relationships
Develops and grows strategic business partnerships
Evaluates and determines viability of business partners
Responds to requests from business partners and external sales
Acts as a consultant by proactively providing financial expertise
Executes proactive contacts with business partners to support campaigns
Partners with external sales force to consult with business partners
Engages business partners to retain business
Represents Internal Sales and Service in meetings and initiatives
Consults with functions across Nationwide

What we offer

medical/dental/vision
life insurance
short and long term disability coverage
paid time off (minimum of 18 days each full calendar year)
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire

Fulltime

Internal Wholesaler - Life Insurance

Responsible for supporting, developing and implementing sales and marketing stra...

Location

United States , Sioux Falls; West Des Moines

Salary:

60000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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
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)
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
Utilize sales and marketing skills to identify and rank agents/MGAs with potential for placing and growing business
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

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. 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

Fulltime

New

Senior Manager Whole Sales

The Senior Manager wholesales will be responsible for driving all wholesales act...

Location

Congo, the Democratic Republic of the , Kinshasa

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

5+ Years in Telecom or Tech: Senior experience in wholesale, wholesale partner development, and wholesale business development
5+ Years in wholesale commercial: Senior experience in wholesale pricing at operator, carrier and local wholesales players level
Wholesale Success: Proven track record in growing wholesale telecom services
Change management: Experience in complex change management in a technological context
P&L: Strong profitability management expertise
Customer Experience: high skills in CEX
Partnership Management: Experience forming strategic alliances
Cross-Functional Leadership: Team management across multiple disciplines with Intercultural awareness and experience
Experience working in multinational complex matrix organisations building and maintaining trusted relationships
Emerging Market Expertise: Knowledge of the DRC or similar customer landscape market contexts

Job Responsibility

Define and execute Sales & commercial strategies to position Vodacom DRC as the leading B2B wholesale provider
Develop, maintain and lead specific/tailored account plans on acquisition and retention by segment in line with Vodafone Way of selling
Manage team negotiating and closing tempo vs monthly, quarterly and yearly revenue target
Analyze forecasts and pipeline data to manage actions prioritization in support of successful deal closure
Manage accurate and timely updates of all sales individual and team KPIs for all segments
Manages the wholesale team to ensure wholesale commercial strategies are clearly understood and effectively executed
Manages the adoption of new products and solutions into accounts with the team to achieve revenue targets
Owns the C‑suite engagement strategy, supporting account teams with senior stakeholder access and influence
Oversee the full customer lifecycle, from prospect to order and performance monitoring
Oversee the partner specific pricing and offer strategies specially focusing on the wholesale segments

Fulltime

New

Associate Director Access & Reimbursement

The Associate Director of Access & Reimbursement is responsible for leading the ...

Location

United States

Salary:

210000.00 - 250000.00 USD / Year

The Muse

Expiration Date

Until further notice

Requirements

Bachelor's Degree required, in Business, Health Policy, or Life Sciences preferred
AAPC coding courses / or equivalent a plus
10+ years of relevant experience in the pharmaceutical healthcare sector
5+ years in the vaccine payer space
Experience in working with US payers
Experience in billing /coding for both buy & bill products (medical) & pharmacy billing PBM (drug benefit) (strongly preferred)
Strong leadership skills and demonstrated ability to lead cross functionally
Deep understanding of Commercial, Medicare, and Medicaid and how it pertains to Influenza vaccine coverage and payment
A proven track record of successful account management and executing national strategies
Demonstrated results in the area of GPO, health system, retail, wholesaler/distributor with vaccine reimbursement vs general Pharma

Job Responsibility

Enact key strategic initiatives to help facilitate CSL Seqirus to achieve / exceed specific sales volume, revenue, and profitability targets
Leads CSL Seqirus interactions with all payers. Fosters and develops multi-level and senior relationships to create a foundation for developing a pathway to effectively communicate CSL Seqirus story
Analyze payer access and reimbursement (medical & drug) landscape for near-term and longer-term objectives. Provide insights on the analysis to create change in the organization. Using pareto mentality develops strategies and tactics to ensure positive change. Develops a customized approach for each payer to most effectively influence change. Reports timely feedback regarding account interactions and next steps
With relationship depth and breadth of customer interaction at various (senior management clinical / financial / operational) levels of the customer's organization, builds and maintains relationships with key individuals to enable market access of CSL Seqirus vaccines, developing a favorable environment for pull-through at the national, regional, and local provider levels. Develops and sponsors key programs which address customer needs and enhances the customer value perception of CSL Seqirus
Convinces internal and external stakeholders about the value of the CSL Seqirus Customer Experience vision
Acts as the voice of the customer with internal stakeholders to build Seqirus' acumen on customer challenges
Develops and executes business solutions at customers that help enhance CSL Seqirus' partnership within CSL Seqirus primary channels
Provides expertise to the organization as an SME in regards to reimbursement at national and regional level and ensures CSL Seqirus products have market access at all National and select Regional health plans and PBMs. Has effective strategies in place when there are coverage issues by being able to connect with key payer decision makers immediately to fix coverage issues
Works with internal and external stakeholders to enhance CSL Seqirus position in the market
Identifies areas of opportunity for CSL Seqirus growth and directs the organization to implement in an efficient manner

What we offer

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Short-Term Disability
Long-Term Disability
FSA
HSA
Mental Health Benefits
Adoption Leave

Fulltime

New

Senior KYC Analyst

To support Wholesale Onboarding with day-to-day processing, reviewing, reporting...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes
Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes
Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Wholesale Onboarding
Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness

Job Responsibility

Support with day-to-day processing, reviewing, reporting, and issue resolution for Wholesale Onboarding
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes
Identification of areas for improvement and providing recommendations for change
Development and implementation of Wholesale Onboarding procedures and controls
Development of reports and presentations on Wholesale Onboarding performance
Participation in projects and initiatives to improve efficiency

What we offer

Onsite medical clinic staffed by healthcare professionals
Wellness rooms for relaxation and meditation
Shuttle bus for easy commuting
Child care services

Fulltime

New

Business Analyst

As a Business Analyst, within the Banking Consulting Group, the person will be r...

Location

India , Pune

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

5+ years of Payments experience
Expertise in Messaging Schemas, and Message formats
Experience of Business Analysis of Payments solutions
Good communication skills with ability to lead domain discussions with BFSI customers
8+ years of Industry experience, having worked in Tier-1 IT organizations in BFSI domain with a focus on Payments Domain experience in Low Value Payments (SCT & SEPA Instant), High Value Payments, Cross Border Payments and key regulations & associated IT impacts, affecting the Payments market, such as Single Euro Payments Area (SEPA), Faster Payments, Payment Services Directive etc.
Experience of working on SWIFT ISO messages, Faster Payments Services, Instant Payments
Good understanding of the global Payments Landscape, associated instruments (Direct Debits/Direct Credits) and key players for both Retail & Wholesale payments
Should be able to able to play catalyst role between business and IT
Engineering + MBA degree is preferred

Job Responsibility

Interacting with business owners, product teams, product vendors, other applications owners, external customers and internal customers to identify requirements and deliver those within stipulated timelines
Provide content leadership in working with the clients in defining solutions to their business requirements
Project Manage delivery of the agreed engagement outcomes for the client
Responsible for leading High Level Business & Project Review Meetings for Payments system modernization/transformation
Interacting with business stakeholders for requirements gathering, analysis, documentation etc.
Work with the delivery / implementation teams to provide domain inputs and to ensure delivery and implementation of the proposed solution
Interacting with the technical team to ensure that the requirements are clear and well understood
Translating business requirement document to software requirement specifications
Review test strategy & test specifications, assist in functional testing and provide UAT/BAT support

Select Country

Internal Wholesaler

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?