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Sammons Financial Group

Provides life insurance, annuities, retirement products

External Wholesaler

Field SalesUpdated on Nov 10
Full-time

About the Job

Requirements

  • At least five years of financial-services sales experience is preferred, including internal wholesaling, external wholesaling, or a combination.
  • A Bachelor's degree is preferred.
  • The role requires the ability to work independently and communicate clearly and concisely in writing and orally.
  • The role requires the ability to build strong internal and external relationships.
  • The role requires presentation skills for creating and delivering presentations to current and prospective producers and distribution partners.
  • The role requires thorough knowledge of sales and marketing principles and practices.
  • The role requires working knowledge of annuity products and company benefits and strengths.
  • The role requires the ability to grow a region or territory, measured by sales, producer growth, and persistency of business.
  • The role requires organizational, time-management, sales, and presentation skills.
  • A life insurance state license is required, or the ability to obtain one within 120 days.
  • A criminal background check and a credit and criminal background check are required.
  • FINRA fingerprinting is required.
  • Candidates must not require immigration sponsorship or work authorization for this role, now or in the future.

Responsibilities

  • Achieve annuity sales, recruiting, and other related goals within the assigned region.
  • Identify and build relationships with targeted financial advisors and broker-dealer partners to market annuities and drive sales, primarily through face-to-face meetings.
  • Work within the assigned region to achieve annuity sales goals.
  • Build relationships with key producers through face-to-face meetings, regional industry events, phone calls, and other communications to achieve sales goals.
  • Partner with an internal wholesaler to jointly execute a focused plan that meets activity and sales goals.
  • Promote fixed annuity products, services, and benefits to drive product sales.
  • Create and provide business plans and goals, and train and support agents and producers.
  • Provide producer training and conduct sales campaigns for producers and other distribution partners to help meet production goals.
  • Attend and facilitate agent training and promote company products at broker-dealer and industry conferences as needed.
  • Present the company's strategy, strengths, culture, values, products, and services to drive sales growth and strengthen relationships with producers and partners.
  • Educate producers and distribution partners about the company, its products, and services to drive quality annuity sales.
  • Facilitate recruiting campaigns for prospective agents to support recruiting goals.
  • Help develop and implement training programs for new products, point-of-sale work, services, and company programs.
  • Assist producers with information about company products, policies, and procedures.
  • Collaborate with management on outbound phone campaigns and other home-office programs; create, implement, and follow through on regional sales and marketing campaigns with sales management, ensuring activity requirements and service standards are met.
  • Gather and maintain competitor information and help management develop product and sales tools to gain and maintain a competitive advantage; share field conditions, trends, and other strategic information with agents and distribution partners.
  • Complete accurate travel expense reports on time, manage regional expenses thoughtfully, and identify and implement personal expense efficiencies.
  • Maintain a positive image of the company.
  • Embrace Sammons Financial Group Companies' shared values of accountability, connection, openness, respect, and integrity.
  • Maintain regular attendance and punctuality to meet business service levels and workflow demands.
  • Participate in other initiatives and projects as necessary.
  • Travel 80% within the region for producer meetings.

Desired Qualifications

  • A Chartered Life Underwriter (CLU) designation is preferred.
  • A Chartered Financial Consultant (ChFC) designation is preferred.
  • A Certified Financial Planner (CFP) designation is preferred.
  • A Series 6 license is preferred.
  • A Series 63 license is preferred.
  • The Securities Industry Essentials (SIE) exam is preferred.

About the Company

Sammons Financial Group

Provides life insurance, annuities, retirement products

Sammons Financial Group provides life insurance, annuities, and retirement products through its affiliated companies. Its offerings help individuals protect loved ones, grow and guarantee retirement income, and manage long-term financial risk. Life insurance pays beneficiaries after the policyholder’s death; annuities provide steady income or tax-advantaged accumulation for retirement, and the products are designed to support long-term financial security. The company differentiates itself with an ownership-driven, ESOP-backed private structure and a culture built on values such as respect, integrity, and accountability, which aligns employees and the business with customer outcomes. Its goal is to help people secure their financial futures while contributing to the communities where it operates.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
West Des Moines, IA
Founded
1996

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