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AI Summary
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.
What You Can Expect In This Role
Responsible for achieving annuity sales goals with key Outsourced Insurance Desk (OID) partners for Midland Advisory. Responsible for building and maintaining professional relationships with key OID partners and new OIDs.
What You'll Do In This Role
• Maintain production levels for existing OID partners; OID sales growth targets shall be established annually.
• Build relationships with key distributors; attend OID events sponsored by key partners; demonstrate comfort and confidence in making presentations to groups of producers, becoming a trusted advisor agencies, and in general, adding value to our key distributors.
• Deliver presentations to educate OIDs (including marketers) within assigned geographic territory by becoming knowledgeable about the products, sales materials, support services, market conduct, and sales practices.
• Understand and communicate all of the Company’s annuity products and features and recommend additional products, services, or changes that will positively affect our results.
• Demonstrate strong ability to articulate the Company’s strategy and tell a compelling story about its strengths, culture, values, products, and services to drive sales growth and deeper distributor relationships.
• Conduct WebEx sessions within assigned territory, and on a national basis, in order to promote North American annuity products, programs, and incentives. Act as a liaison between our OID partners and home office personnel.
• Ensure OIDs receive appropriate communications regarding company rates, promotions, changes, policies, and procedures.
• Actively pursue opportunities to collaborate with other home office employees, and where necessary, work across all business lines for the best results for Sammons Financial Group Companies as a whole.
• Take corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer, directives to the producer to stop detrimental sales practices, and termination of producers.
• Support expense management by completing accurate travel expense reports in a timely manner.
• Attend home office and industry training meetings.
• 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
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.
Salary Range Information
USD $0.00 - USD $0.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
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
Responsible for achieving annuity sales goals with key Outsourced Insurance Desk (OID) partners for Midland Advisory. Responsible for building and maintaining professional relationships with key OID partners and new OIDs.
What You'll Do In This Role
• Maintain production levels for existing OID partners; OID sales growth targets shall be established annually.
• Build relationships with key distributors; attend OID events sponsored by key partners; demonstrate comfort and confidence in making presentations to groups of producers, becoming a trusted advisor agencies, and in general, adding value to our key distributors.
• Deliver presentations to educate OIDs (including marketers) within assigned geographic territory by becoming knowledgeable about the products, sales materials, support services, market conduct, and sales practices.
• Understand and communicate all of the Company’s annuity products and features and recommend additional products, services, or changes that will positively affect our results.
• Demonstrate strong ability to articulate the Company’s strategy and tell a compelling story about its strengths, culture, values, products, and services to drive sales growth and deeper distributor relationships.
• Conduct WebEx sessions within assigned territory, and on a national basis, in order to promote North American annuity products, programs, and incentives. Act as a liaison between our OID partners and home office personnel.
• Ensure OIDs receive appropriate communications regarding company rates, promotions, changes, policies, and procedures.
• Actively pursue opportunities to collaborate with other home office employees, and where necessary, work across all business lines for the best results for Sammons Financial Group Companies as a whole.
• Take corrective action to remedy sales practices that are detrimental to the client or the Company; these actions may include the following: additional training of the distributor or producer, directives to the producer to stop detrimental sales practices, and termination of producers.
• Support expense management by completing accurate travel expense reports in a timely manner.
• Attend home office and industry training meetings.
• 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 Marketing, Business Administration, Economics or equivalent business experience Preferred
- Minimum 5 years' in annuity sales with a demonstrated successful track record Preferred
- Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about its strengths, culture, values, and our drive to succeed
- Demonstrated excellent communication and presentation skills
- Strong public speaking skills
- Strong problem-solving skills
- Demonstrated positive, professional image and conduct, which adheres to the Company’s core values including, but not limited to, professional dress, language, and conduct involving interaction with employees, partner agencies, and prospects
- Demonstrated exceptional working knowledge of annuity products
- Must be able to travel 50-75% of the time
- ChFC preferred
- CLU preferred
- Series License-6 preferred
- Series License-63 preferred
- 50-75% travel across assigned geographic territory and attendance at industry related conferences and meetings required
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.
Salary Range Information
USD $0.00 - USD $0.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
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 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.
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