- In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM.
- Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
- Develop and maintain relationships with Registered Investment Advisors to grow sales.
- Deliver presentations within established sales territory including continuing education programs, product training and value add training.
- 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 advisors within established sales territory.
- 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 BCM training to internal and external stakeholders.
- Attend conferences as requested.
- Maintain a positive image of the company in work actions and interactions with others serving as a representative of the organization.
- 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.
- Bachelor's Degree Communications, Marketing, Business or related field preferred
- 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
- 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
- Criminal background check required.
- This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
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Regional Vice President - Indianapolis, United States - Sammons Financial Group
Description
Territories: Indiana, Michigan and Ohio
What you can expect as the Regional Vice President - Beacon Capital Management:
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.
Essential Functions:
What we are looking for:
Licenses and Certifications: Series License- preferred
Travel: % Travel within territory and to conferences
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 F-OPT, F-CPT, J-, etc.)
