Internal Wholesaler - SRS FIS chez Sammons Financial Group

Overview:Work with external partner in region to achieve annuity sales, recruiting, and other related goals within assigned region for Midland National Life (MNL) Insurance Company. Identify and build relationships with targeted Financial Advisors and Broker Dealer Partners to successfully market and drive annuity sales. Position product and company benefits and strengths primarily through outbound phone calls.Responsibilities:

• Work within assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with key producers in region primarily through outbound phone calls and other forms of communication in order to achieve annuity sales goals.
• Partner with an External Wholesaler to jointly execute a focused plan to meet activity and sales goals.
• If working for the Bank Regional Specialty Channel, partner with all External Wholesalers covering the same territories to identify and develop relationships within channel to successfully market and sell products.
• Drive annuity product sales by promoting companies’ products, services, and benefits. Create and provide business plans/goals and train and support agents/producers
• If working for the Bank Regional Specialty Channel, develop sales goals and marketing plans to grow sales, market share and increase visibility in conjunction with sales management.
• Provide producer training and carry out sales campaigns to producers within region and other distribution partners to assist the company in meeting production goals.
• Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies’ strength, culture, values, products, and services to drive sales growth and deepen relationships with producers and partners
• Facilitate recruiting campaigns to prospective agents in order to assist company in achieving recruiting goals.
• Assist with developing and implementing training programs for new products, point of sale work, services and programs offered by the company.
• Provide assistance and information to producers on company products, policies, and procedures.
• 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.
• Maintain a positive image of the company.
• 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.

Qualifications:

• Bachelor's Degree Required Or
• relevant work experience
• Background in the fixed annuity (insurance) industry (preferably annuity sales and marketing experience)
• Excellent verbal and written communication skills – including strong telephone experience
• Complete knowledge of the sales process
• Ability to develop rapport with and influence independent annuity producers
• Disciplined and self-motivated: ability to proactively address sales/marketing needs and identify solutions when needed
• Strong organizational skills and ability to prioritize work effectively in a goal-centered environment
• Must be motivated to expand industry specific knowledge
• Must be able to handle a changing work and business climate
• Good interpersonal skills, including effective relational skills, strong initiative, and high level of energy
• Proven ability to build effective internal and external relationships
• CLU Preferred
• ChFC Preferred
• Life Insurance or ability to obtain within 120 Days Required
• Travel anticipated to be 10% or less

Suitability 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.
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:

$54k base without SIE + Sales Incentive; $59k base 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.)

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