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External Wholesaler - Sammons Retirement Solutions (CT & NY)

Remote · USA Full-time New today

Overview: Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Sammons Retirement Solutions' (SRS) products. Identify and develop relationships with targeted Broker Dealer (BD) partners and Financial Advisors to successfully market and sell SRS products. Territory: South NY & CT (must reside in one of those states) Responsibilities:

  • In conjunction with sales management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for SRS.
  • Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
  • Develop and maintain relationships with Financial Advisors within established Broker Dealer partners to grow sales.
  • Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory.
  • Provide education, sales leadership and relationship management for top producers within established sales territory.
  • Deliver presentations within established sales territory including continuing education programs, product training and value add training.
  • Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements.
  • Act as a resource for sales training and SRS product training to internal and external stakeholders.
  • Attend broker dealer and sales conferences as requested.
  • Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization.

Qualifications:

  • Bachelor's Degree Communications, Marketing, Business or related field Preferred
  • 5-10 years' financial services sales experience, preferably previous wholesaling experience Required
  • Excellent presentation skills and public speaking skills
  • Strong people and relationship building skills
  • Proven interpersonal 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
  • Ability to effectively interface with senior management using high level of professionalism
  • Strong organizational skills with ability to manage territory
  • Series License-6 Required And
  • Series License-63 or ability to obtain within 120 Days Required
  • Life Insurance or ability to obtain within 120 Days Required
  • 80% Travel in region for various producer meetings.

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.

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: $66,000 + 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.) Apply tot his job

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