Internal Wholesaler

What You Can Expect In This Role

Responsible for North American (NA) Company annuity sales and by contacting distribution partners/marketers and/or agents either by phone or email to promote products and Company to maximize sales productivity. Respond to distribution partners/marketer and/or agent requests regarding ongoing marketing support such as product training, staff training, agent training, marketing campaigns for North American and ongoing incentives. Work with new distribution partners to ensure appropriate training and communication regarding company policies and procedures are effectively incorporated for the organization to promote and market North American annuities.

What You'll Do In This Role

• Support regional SVP’s, our distribution partners and/or agents in developing, growing and driving sales for the company.

• Make proactive outbound calls to distribution partners/marketers and/or agents regarding product education, increasing product awareness, and sales concepts.

• Achieve weekly call goals, log calls daily and provide any pertinent information for goal tracking.

• Proactively make outbound calls in an effort to get new agents into production. 

• Respond to inbound calls as referred by Sales Support by providing support on products, marketing and sales materials, sales concepts, product education and advanced illustration support.

• Cultivate and build strong rapport with agents and/or distribution partners to enhance their relationship with North American in an effort to meet the company’s production goals.

• Create and present Webinars in order to educate distribution partner’s marketers and/or agents on our product benefits and features, how best to position our products and current sales ideas and concepts.

• Provide high level of knowledge and take escalated or detailed case design calls when referred by the sales support team.

• Actively participate in sales and marketing initiatives or other projects, as assigned.

• Occasional travel for IMO and/or agent meetings

• Deliver presentations to educate agents, MGAs (including marketers) by becoming knowledgeable about the products, sales materials, support services, and sales practices.

• Ensure necessary communications on new policies, procedures, products, rates, etc. are effectively communicated to distribution partners, marketers and/or respective agents.

• Ensure service issues are forwarded and resolved timely through appropriate department.

• Keep management informed of any noticeable trends.

• Maintain a positive image of the company.

• 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. 

What We're Looking For

• Bachelor's Degree preferred

• 2-5 years relevant work experience preferred

• Background in life insurance/annuity sales and/or marketing preferred

• Background in life insurance/annuity sales and/or marketing preferred

• Effective problem solving skills

• Proven ability to build strong relationships (internally & externally)

• Effective written, oral and presentation skills

• Thorough knowledge of sales and marketing principles and practices

• Demonstrate exceptional working knowledge of annuity products

• Effective organizational, time management skills 

• Series License-63 preferred

• Series License-6 preferred 

• May be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs 

Other Requirements

• 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. Management reserves the right to determine and approve incumbent suitability for this position.

Base: $57,500 + Sales Incentive

What you can expect when you join Sammons Financial Group

• 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.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Additional Information

Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [email protected] or call 800-728-2987.

E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.