What You Can Expect In This RoleThe AVP, Divisional Sales SIG will direct the sales activities of assigned External Wholesalers within the Sammons Institutional Group (SIG) distribution channel. The position reports to the VP National Sales/Head of Distribution.
What You'll Do In This Role• Management of the External Wholesalers for an assigned Division. Plans, allocates, monitors work and makes decisions regarding employment, performance appraisal, training, and related personnel actions.
• Manage the production, activity, and reporting of assigned External Wholesalers to achieve Divisional Goals.
• Provide training, coaching, and development to External Wholesalers through weekly 1:1 calls, in-field visits, divisional sales meetings and calls.
• Hire and on-board new External Wholesalers as necessary.
• Seek out opportunities to collaborate with other Sammons Financial Group (SFG) Member Companies’ executives and managers, and where necessary work across all SFG distribution channels for the best results for Sammons Financial Group Member Companies as a whole.
• Act as the strongest promoter of our Company and serve as one of the best leaders in the organization.
• Understand all products offered within their division, their uses, applications and sales ideas for each. Be able to promote their use in a variety of situations and recommend to the company additional products or changes that will positively affect our results.
• Responsible for taking corrective action to remedy sales practices that are detrimental to the client or the Company.
• Prepare detailed and time-sensitive reports which reflect the progress made toward the accomplishment of the Division’s objectives by measuring the regional activity and sales.
• Focus on expense management by completing travel expense reports on a timely basis.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• 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- Minimum 10 years' significant sales, wholesaler or relationship management in the insurance or financial services industry Preferred
- Divisional sales management experience Preferred
- Staff management experience Preferred
- Excellent interpersonal skills with the ability to develop strategic business relationships
- Excellent public speaking and presentation skills
- Advanced knowledge of the company, including history, ownership structure, and value proposition
- Advanced knowledge of financial services industry and investment products in general, including stocks, bonds, funds, annuities, 401K plans, pension plans
- Strong organizational skills with the ability to manage multiple tasks simultaneously
- Ability to work and make decisions independently
- Excellent verbal and written communication skills
- Must project a positive, professional image and conduct; this includes but is not limited to professional dress, language and conduct. This is required to represent the organization in a positive manner at all times and particularly while interacting with partner agencies and prospects
- Series License-63 Required
- Series License-6 Or
- Series License-7 Required
- Life Insurance license Required
- Minimum 50-75% of work time to travel across assigned geographic territory and attendance at SFG related conferences and meetings
Other Requirements• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• 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 + 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.
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Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
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Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
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Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
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Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
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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.
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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/SponsorshipAt 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 InformationSammons 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 HR@sfgmembers.com 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.