External Wholesaler - Midland Retirement Distributors
Overview: Responsible for achieving 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 face-to-face meetings. Responsibilities:
• Work within assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with key producers in region through face-to-face meetings, regional industry events, phone calls, and other forms of communication in order to achieve annuity sales goals.
• Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
• Drive fixed annuity product sales by promoting companies’ products, services, and benefits. Create and provide business plans/goals and train and support agents/producers
• Provide producer training and carry out sales campaigns to producers within region and other distribution partners to assist the company in meeting production goals.
• Attend, facilitate agent training, and promote company and products at various Broker Dealer and industry conferences as necessary.
• 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
• Deliver presentations educating producers and distribution partners on company, product, and services in order to drive quality annuity sales to the company.
• 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.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
Qualifications:
• Bachelor's Degree Preferred
• Minimum 5 years' sales experience in financial services industry (internal, external or combination) Preferred
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills
• Proven ability to build strong relationships-Internally and Externally
• Excellent presentation skills, both in creation and delivery, to current and prospective producers/distribution partners of Sammons Financial Group member companies
• Thorough knowledge of sales and marketing principles and practices
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
• Effective organizational, time management, sales and presentation skills
• CLU Preferred
• ChFC Preferred
• CFP Preferred
• Life Insurance State life insurance licenses or ability to obtain within 120 Days Required
• Series License-6 Preferred
• Series License-63 Preferred
• 80% Travel in region for various producer meetings.
Suitability Requirements:
• Criminal background check required.
• 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 Range: USD $0.00 - USD $0.00 /Yr. 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 Now
• Work within assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with key producers in region through face-to-face meetings, regional industry events, phone calls, and other forms of communication in order to achieve annuity sales goals.
• Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
• Drive fixed annuity product sales by promoting companies’ products, services, and benefits. Create and provide business plans/goals and train and support agents/producers
• Provide producer training and carry out sales campaigns to producers within region and other distribution partners to assist the company in meeting production goals.
• Attend, facilitate agent training, and promote company and products at various Broker Dealer and industry conferences as necessary.
• 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
• Deliver presentations educating producers and distribution partners on company, product, and services in order to drive quality annuity sales to the company.
• 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.
• Support expense management by completing accurate travel expense reports on time, thoughtfully manage regional expenses, and identify and implement personal expense efficiencies.
Qualifications:
• Bachelor's Degree Preferred
• Minimum 5 years' sales experience in financial services industry (internal, external or combination) Preferred
• Ability to work independently and to communicate clearly and concisely with effective written and oral skills
• Proven ability to build strong relationships-Internally and Externally
• Excellent presentation skills, both in creation and delivery, to current and prospective producers/distribution partners of Sammons Financial Group member companies
• Thorough knowledge of sales and marketing principles and practices
• Demonstrate exceptional working knowledge of annuity products and company benefits and strengths
• Proven ability to grow a region/territory as measured by sales, producer growth and persistency of business
• Effective organizational, time management, sales and presentation skills
• CLU Preferred
• ChFC Preferred
• CFP Preferred
• Life Insurance State life insurance licenses or ability to obtain within 120 Days Required
• Series License-6 Preferred
• Series License-63 Preferred
• 80% Travel in region for various producer meetings.
Suitability Requirements:
• Criminal background check required.
• 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 Range: USD $0.00 - USD $0.00 /Yr. 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 Now