Hybrid Onboarding Wholesaler (ROM)

• Identify and build relationships with prospects in region through face-to-face meetings, regional industry events, phone calls, webinars and other forms of communication in order to appoint new producers within assigned region.
• Onboard new producers by promoting company products, services, and benefits. Create and provide business plans/goals and train new agents/producers.
• Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting and production goals.
• Partner with External and Internal wholesaler in region to best achieve recruiting and sales goals.
• Attend, facilitate agent training, and promote company and products at various industry conferences as necessary.
• Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about company strength, culture, values, products and services.
• Deliver presentations educating producers and distribution partners on company, product, and services in order to recruit quality agents to the company.
• Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company.
• Collaborate with management in the implementation of outbound phone campaigns and other programs to be carried out from the home office. In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region. This includes ensuring that activity requirements and service standards are met at all times.
• Gather and maintain competitor information and assist management in developing product and sales tools to gain and maintain a competitive advantage; act as a steward for the agents/distribution partners to keep them involved with field climate, trends and other important strategic information.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
• A minimum of 25% travel in region for various producer meetings.
• 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. Qualifications:

• Bachelor's Degree and/or 5+ years sales experience in financial services industry (internal, external or combination) Required
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills
• Proven ability to build strong relationships-Internally and Externally
• Excellent presentation skills, both in creation and delivery, to prospective producers/distribution partners of Sammons Financial Group member companies
• Thorough knowledge of sales and marketing principles and practices
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
• Effective organizational, time management, sales and presentation skills
• State life insurance licenses Preferred
• Travel within region 25% of time

• 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.

$70,000 base + sales incentive plan

• 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.