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Internal Wholesaler

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Sammons Financial Group

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Location:
United States , West Des Moines

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Category:

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Contract Type:
Not provided

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Salary:

54000.00 - 59000.00 USD / Year

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 to identify and develop relationships with targeted Broker Dealer partners and Registered Representatives
  • In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans
  • Conduct proactive telephone sales presentations to financial advisors
  • Effectively probe to uncover the business goals financial advisors have
  • Execute consistent follow up with financial advisors
  • Navigate the organization to provide problem resolution assistance to financial advisors
  • 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
  • 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
  • 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
  • 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
What we offer:
  • Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
  • Employee Stock Ownership Plan (ESOP)
  • Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
  • Incentive program for defined goals

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
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