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Regional Vice President - California Region

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Sammons Financial Group

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Location:
United States

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Category:
Sales

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Responsible for achieving sales and recruiting goals within assigned territories by actively recruiting General Agents (GAs), maintaining contractual relationships with existing GA's, and promoting company products.

Job Responsibility:

  • Operate assigned region within sales forecast in order to exceed objectives in both quantity and quality of sales, while providing a full range of management and sales services for assigned geographic territory
  • Recruit qualified General Agents who meet the company’s profile and hiring guidelines
  • minimum recruiting goals shall be established annually
  • Build relationships with key distributors and producers
  • attend major producer events sponsored by key partners
  • exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributors
  • Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices
  • Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business units for the best results for Sammons Financial Group Companies as a whole
  • Understand and communicate all of the Company’s life products, their uses, applications and sales scenarios for each
  • promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results
  • Provide documentation and recommendations on agency development issues as needed
  • Assert corrective action to remedy sales practices that are detrimental to the client or the Company
  • these actions may include the following: additional training of the distributor or producer with regard to profitability measures, paid case ratio, persistency and debit balances
  • directives to the producer to stop detrimental sales practices, termination of producers
  • Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of objectives by measuring the region’s activity, recruiting, and sales
  • Support expense management by completing accurate travel expense reports on a timely basis
  • Attend Home Office and industry training meetings
  • Frequent in-region travel for agent meetings
  • approximately 50% overnight or road travel expected
  • Maintain a full time work schedule as established by the Company
  • Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position
  • Report activity into Company ‘CRM’ on a weekly basis
  • 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 with emphasis in Marketing, Business Administration, Economics, or equivalent business experience
  • Minimum 5 years' experience in financial services industry with demonstrated successful track record
  • Sales management experience
  • Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
  • Demonstrated excellent communication and presentation skills
  • Demonstrated positive, professional image and conduct, which adheres to the Company’s core values
  • Demonstrated exceptional working knowledge of life insurance products
  • Criminal background check required
  • If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position
  • if we are holding securities licenses, a credit check will also be required

Nice to have:

  • ChFC
  • CLU
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

Additional Information:

Job Posted:
March 22, 2026

Employment Type:
Fulltime
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