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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