Internal Wholesaler- SRS FIS en Sammons Financial Group

Overview:Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Institutional Group (SIG) products. Manage sales territory in conjunction with external partner based on the requirements established by SIG.Responsibilities:

• Partner with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell products.
• If working for the Financial Institutions and Specialty Firms (FIS), partner with all External Wholesalers covering the same territories to identify and develop relationships within channel to successfully market and sell products.
• In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SIG.
• Conduct proactive telephone sales presentations to financial advisors highlighting the SIG products and value proposition. Create talking points and agendas to utilize along with key selling points.
• Effectively probe to uncover the business goals financial advisors have and interpret how we fit in and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process. Create plans for presenting SIG products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
• Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, manage problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
• Navigate the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Responsible for communicating resolution to the financial advisors.
• Generate ideas and help create content of emails and messaging to financial advisors.
• Actively stay current on investment strategies and trends in the financial industry.

Qualifications:

• Bachelor's Degree Preferred
• Financial services sales experience Required
• Excellent presentation skills and public speaking skills
• Strong interpersonal and relationship building skills to allow for collaborative work effort
• Demonstrated success in developing and executing sales plans
• Knowledge of the retail retirement products
• Ability to interact with all levels of internal and external resources, vendors as well as other departments
• Strong problem solving abilities
• Professional maturity to effectively interface with financial advisors
• Strong organizational skills with ability to manage territory
• Series License-63 or ability to obtain within 120 Days Required
• Series License-6 or ability to obtain within 120 Days Required
• Securities Industry Essentials (SIE) or ability to obtain within 120 Days Required
• Travel 1-2 times a year may be required

Suitability Requirements:

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Company Information:•Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
•Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
•Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
•Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
•Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Pay Transparency Verbiage:

Base Salary: $54,000 with out SIE + Sales Incentive; $59,000 with SIE, Series 6, Series 63, and Life Insurance license + Sales Incentive.

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.)

Solicitar ahora