Sammons Financial Group

Responsible for achieving annuity sales goals by building and maintaining professional relationships with Outsourced Insurance Desk (OID) partners. The role involves delivering educational presentations, conducting WebEx sessions, and acting as a liaison between partners and the home office.

Develop and implement sales and marketing strategies to grow the visibility and sales of Beacon Capital Management's services. Build and maintain strategic relationships with Registered Investment Advisors while managing territory activities and administrative requirements.

Develop and implement sales and marketing strategies to grow Beacon Capital Management's market share within the Southern California region. Build and maintain relationships with Registered Investment Advisors through presentations, training, and strategic territory management.