Responsible for achieving sales and recruiting goals within assigned territories by actively recruiting General Agents (GAs), maintaining contractual relationships with existing GA's, and promoting company products.
Responsibilities:
• Operate assigned region within sales forecast in order to exceed objectives in both quantity and quality of sales, while providing a full range of management and sales services for assigned geographic territory.
• Recruit qualified General Agents who meet the company’s profile and hiring guidelines; minimum recruiting goals shall be established annually.
• Build relationships with key distributors and producers; attend major producer events sponsored by key partners; exude comfort and confidence in making presentations to groups of producers, becoming a trusted advisor to agents and agencies, and in general adding value to our key distributors.
• Maintain an appropriate business mix and persistency in the region by becoming knowledgeable about the products, market conduct, and sales practices.
• Actively pursue opportunities to collaborate with other Home Office employees, and where necessary work across all business units for the best results for Sammons Financial Group Companies as a whole.
• Understand and communicate all of the Company’s life products, their uses, applications and sales scenarios for each; promote their use in a variety of situations and recommend to the Company additional products or changes that will positively affect our results.
• Provide documentation and recommendations on agency development issues as needed.
• Assert 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 with regard to profitability measures, paid case ratio, persistency and debit balances; directives to the producer to stop detrimental sales practices, termination of producers.
• Prepare and present detailed and time-sensitive reports which reflect the progress made toward the accomplishment of objectives by measuring the region’s activity, recruiting, and sales.
• Support expense management by completing accurate travel expense reports on a timely basis.
• Attend Home Office and industry training meetings.
• Frequent in-region travel for agent meetings; approximately 50% overnight or road travel expected.
• Maintain a full time work schedule as established by the Company.
• Writing insurance or receiving override compensation on new business with other insurance companies is not acceptable in this position.
• Report activity into Company ‘CRM’ on a weekly basis.
• 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.
Qualifications:
- Bachelor's Degree with emphasis in Marketing, Business Administration, Economics, or equivalent business experience Preferred
- Minimum 5 years' experience in financial services industry with demonstrated successful track record Preferred
- Sales management experience Preferred
- Demonstrated strong ability to articulate the Company’s strategy and tell a compelling story about strengths, culture, values and our drive to succeed
- Demonstrated excellent communication and presentation skills
- Demonstrated positive, professional image and conduct, which adheres to the Company’s core values; This includes but is not limited to professional dress, language and conduct involving interaction with employees, partner agencies and prospects
- Demonstrated exceptional working knowledge of life insurance products
- ChFC Preferred
- CLU Preferred
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.
Pay Range:
USD $0.00 - USD $0.00 /Yr.
Pay Transparency Verbiage:
$50,000 base salary + sales incentive
Company Information:
• 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 [email protected] 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.