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Responsible for defining and driving Sammons Independent Annuity Group's (SIAG) long-term growth strategy through business development, strategic planning, and market intelligence. Leads enterprise-level strategic direction, identifies and evaluates new growth opportunities, and builds external partnerships that expand distribution, capabilities, and market relevance. Facilitates enterprise strategic planning processes to ensure alignment, clarity, and informed decision-making across SIAG and Sammons Financial Group Companies (Sammons Financial Group). Translates market insights, competitive intelligence, and leadership input into actionable strategic priorities that position SIAG for sustained, profitable growth.
Job Responsibility
Lead SIAG’s long-term strategic planning and growth agenda, aligning enterprise priorities with market opportunities
Facilitate enterprise strategic planning processes, including leadership workshops, strategy sessions, and decision forums to align on priorities, trade-offs, and long-term direction
Design and lead structured strategy dialogues that drive clarity, alignment, and commitment across SIAG and enterprise stakeholders
Serve as a neutral facilitator to synthesize diverse perspectives, challenge assumptions, and guide leadership teams toward actionable strategic decisions
Establish and maintain strategic planning frameworks, tools, and cadences that enable consistent, high-quality decision-making across the organization
In conjunction with the Chief of Strategic Execution and Enablement, facilitate the annual planning process, tying strategic initiatives to the longer-term SIAG strategic plan
Drive business development strategy, including the identification, evaluation, and structuring of new partnerships, distribution opportunities, and growth initiatives
Build and maintain a pipeline of strategic opportunities arising from market shifts, regulatory changes, and evolving distribution models
Serve as an external relationship leader with key partners, including distributors, product development firms, and strategic alliances
Provide forward-looking market intelligence and competitive insights to inform decision-making
Lead SIAG strategic intelligence capabilities, including competitor analysis, distribution trends, and market analysis
Partner with Sales, Product, Marketing, and Strategy to translate insights into growth strategies and go-to-market direction
Anticipate shifts in customer needs, competitive dynamics, and regulatory environments to future-proof SIAG’s strategy
Represent SIAG externally in industry forums, strengthening market presence and relationship capital
Collaborate with Corporate Development and enterprise stakeholders on broader Sammons Financial Group growth initiatives
Foster a culture of innovation, strategic thinking, and entrepreneurial exploration
Provide leadership to direct reports, fostering accountability, professional development, and performance aligned with SIAG’s strategic objectives and enterprise values
Represent SIAG externally through industry engagements, strategic forums, and partner meetings to strengthen market presence and relationship capital
Commitment to embrace Sammons Financial Group Companies shared values
Participate in other initiatives and/or projects as necessary
Requirements
Bachelor's Degree in Business, Finance, or related field
Minimum 15-20 years' experience in the annuity industry
Minimum 5 years' management experience with ability to develop talent, including managers
Demonstrated experience representing company on external basis and working with key partners
Effective leadership, decision-making, and motivational skills
Demonstrated ability to effectively lead through change and deliver results by developing and implementing strategy
Demonstrated success in innovation and creative problem solving
Strong interpersonal skills for relationship building and engagement
Excellent communication skills, including oral and written, for all levels of management
Strong analytical skills and forward thinking
ability to anticipate and direct the analysis of problems/questions and provide recommendations to appropriate audiences
Highly organized with the demonstrated ability to prioritize multiple projects and to switch priorities as necessary
Up to 15-30% travel 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 tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP)
Automatic enrollment in 401(k)
Friday afternoons off year-round
Generous paid time off
Paid holidays
Paid development time
Tuition reimbursement
Professional development opportunities across industry, individual, and leadership programs