What You Can Expect In This RoleOversee and lead the management, training, coaching, and development of the Wholesaling team at Midland National within the RIA fee-only annuity distribution sector. Ensure the successful execution and supervision of sales activities, including significant travel. Partner with wholesalers as they are meeting with advisors in various forums.
What You'll Do In This Role• Develop and implement the strategy around product, marketing, and distribution partnerships through collaboration with leadership team.
• Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for wholesale team.
• Responsible for setting goals for all direct reports, coaching for performance, and collaborating with other business unit sales managers to coach and create development plans and goals for sales teams.
• Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings and call coaching.
• Hire and on-board new wholesalers as necessary.
• Actively and consistently engage external distribution partners and sales leadership to solicit feedback on team performance and to identify additional opportunities for collaboration and partnership in growing sales.
• Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners.
• Participate in and create presentations for virtual conference training sessions as assigned. Coach and assist wholesalers in developing sales tools and resources.
• Participate in and create presentations as needed and coach/assist wholesaling team in development related to onboarding as needed.
• Represent company at industry functions and training meetings by speaking to groups and effectively promoting annuity products.
• Professionally deliver training presentations to groups of annuity producers.
• Build solid and enduring professional relationships with assigned account relationships to influence and drive sustainable sales.
• Ensure wholesalers are working in conjunction with sales leadership, coworkers, and other external partners to promote annuity products.
• Responsible for taking corrective action to remedy sales practices that are detrimental to the client or the Company.
• Prepare detailed and time-sensitive reports which reflect the progress made toward the accomplishment of the objectives by measuring the regional activity and sales.
• Collaboratively work with other leaders within Sammons Financial Group (SFG) Member Companies to achieve goals and facilitate communication between departments.
• Actively participate in Sales and Marketing meetings including presentations to senior leadership and Regional Distribution Partners.
What We're Looking For- Bachelor's Degree in Communications, Marketing, Business or related field Preferred
- Minimum 10 years' Fixed Annuity Sales and Marketing experience Preferred
- Knowledge of fixed annuity products Required
- Knowledge of accounting and budgeting processes Preferred
- Strong people and project management skills
- Ability to effectively manage and motivate staff
- Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities in a team environment
- Demonstrated success in developing and executing marketing plans
- Fixed annuity distribution experience
- Ability interact with all levels of internal and external resources, vendors as well as other departments
- Excellent communication skills-both oral and written
- Strong problem solving abilities
- Professional maturity to effectively interface with Senior Management
- Strong organizational skills with ability to handle multiple projects with tight deadlines
- Strategy development experience
- Strong public speaking skills
- Life Insurance license Preferred
- Series License-6 or ability to obtain within 120 Days Required
- Must be able to travel a minimum of 50% of the time
Other 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.
What you can expect when you join Sammons Financial Group• 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.
$150,000 base salary plus sales incentive.
Work Authorization/SponsorshipAt 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.)
