- Sammons Retirement Solutions:Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Retirement Solutions' products.
- The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application.
-
Internal Wholesaler
2 weeks ago
Sammons West Des Moines, United StatesWhat you can expect as the Internal Wholesaler - Sammons Retirement Solutions: · Responsible for supporting, developing and implementing Sales and Marketing strategies within their established sales territory to promote and increase the sales of Sammons Retirement Solutions' pro ...
-
Principal Financial Group Des Moines, United StatesWhat You'll DoThis role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus).Here are few examples of the kinds o ...
-
Principal Financial Group Des Moines, United StatesWhat You'll Do: · This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus). · Here are few examples of th ...
-
Principal Financial Group Des Moines, United StatesWhat You'll DoThis role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus).Here are few examples of the kinds o ...
-
Principal Financial Group Des Moines, United StatesWhat You'll Do · This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus). · Here are few examples of the ...
-
Principal Financial Group Des Moines, United States**What You'll Do** · This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus). · Here are few examples of t ...
-
Senior Internal Sales Manager
4 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Senior Internal Sales Manager manages and directs the Internal Wholesalers, Sales Desk and Data Analysts with the goal of meeting the strategic goals and day-to-day business objectives of EquiTrust. The Senior Manager will partner with the Assistant Vice President, Sales to e ...
-
Senior Internal Sales Manager
3 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Senior Internal Sales Manager manages and directs the Internal Wholesalers, Sales Desk and Data Analysts with the goal of meeting the strategic goals and day-to-day business objectives of EquiTrust. The Senior Manager will partner with the Assistant Vice President, Sales to e ...
-
Hybrid Onboarding Wholesaler
6 days ago
Sammons West Des Moines, United StatesWhat you can expect as the Hybrid Onboarding Wholesaler - Annuity Sales: · Responsible for recruiting, training and onboarding new Investment Advisor Representatives and Insurance licensed producers within assigned region. Position product, company benefits and value prop throug ...
-
Operations Senior Content Strategist
2 weeks ago
Wells Fargo West Des Moines, United StatesShared Services Operations · Shared Services Operations is part of the Chief Operating Office (COO). The COO group includes Global Operations, which includes Consumer Operations, Wholesale Operations, Shared Services, and additional Operations business reporting. Operations drive ...
-
Terra Granger, IA, United States FreelanceLocation: Granger, IA · Our Benefits: Attractive · - Weekends off and a regulated end of workday. · - Competitive salary, 30 days of vacation, up to 5 days of time off, and additional special leave days for personal events. · - Diverse training and development opportunities for p ...
-
Vehicle Condition Assessor
3 weeks ago
CARMAX Urbandale, United States Full time6004 - Des Moines Hickman Rd, Urbandale, Iowa, 50322 · CarMax, the way your career should be · **General Summary** : · The Vehicle Condition Assessor (VCA) position is responsible for delivering exceptional customer service by accurately collecting, recording, and communicating i ...
-
Annuity New Business Representative
2 weeks ago
Brokers International Urbandale, United StatesThe Annuity New Business Representative position reviews and process annuity new business applications for good order to ensure timely placement of policies on your book of business. This position works as liaison between the agents and the carriers to gather and review outstandi ...
-
Annuity New Business Representative
3 weeks ago
Brokers International Urbandale, United StatesThe Annuity New Business Representative position reviews and process annuity new business applications for good order to ensure timely placement of policies on your book of business. This position works as liaison between the agents and the carriers to gather and review outstandi ...
-
Competitive Intelligence Analyst
1 week ago
Brokers International Urbandale, IA, United StatesJob Title: Competitive Intelligence Analyst · Business Unit: Brokers International · Location: Urbandale, IA · About Brokers International · As The Original Agency Builder since 1983TM, Brokers International is one of the largest and most experienced insurance marketing organizat ...
-
Contracting Specialist
3 weeks ago
Brokers International Urbandale, United StatesWe are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting Specialist, you will support agent activities, including providing insight, data entry, product, and sales tool support to a ...
-
Contracting Specialist
2 weeks ago
Brokers International Urbandale, IA, United StatesAbout Brokers International · Brokers International is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other service ...
-
Contracting Specialist
3 weeks ago
Integrity Marketing Group Urbandale, United StatesIntegrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help peopl ...
-
Contracting Specialist
3 weeks ago
Brokers International Urbandale, United StatesWe are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting Specialist, you will support agent activities, including providing insight, data entry, product, and sales tool support to a ...
-
Competitive Intelligence Analyst
1 week ago
Integrity Marketing Group Urbandale, United StatesJob Title: Competitive Intelligence Analyst · Business Unit: Brokers International · Location: Urbandale, IA · About Brokers International · As The Original Agency Builder since 1983TM, Brokers International is one of the largest and most experienced insurance marketing organ ...
Internal Wholesaler - West Des Moines, United States - Sammons
Description
What you can expect as the Internal WholesalerIf working for the Bank Regional Specialty Channel, partner with all External Wholesalers covering the same territories to identify and develop relationships within channel to successfully market and sell products.
In conjunction with sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SRS.Conduct proactive telephone sales presentations to financial advisors highlighting the SRS' products and value proposition.
Create talking points and agendas to utilize along with key selling points.Effectively probe to uncover the business goals financial advisors have and interpret how we fit in and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.
Create plans for presenting SRS products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, manage problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
Navigate the organization to provide problem resolution assistance to financial advisors within the territory.This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution.
Responsible for communicating resolution to the financial advisors.Generate ideas and help create content of emails and messaging to financial advisors.
Actively stay current on investment strategies and trends in the financial industry.
Maintain a positive image of the company in work actions and interactions with other's 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.
What we are looking for:
Bachelor's Degree preferredFinancial services sales experience requiredSeries License-63 or ability to obtain within 120 Days requiredSeries License-6 or ability to obtain within 120 Days requiredSecurities Industry Essentials (SIE) or ability to obtain within 120 Days requiredTravel 1-2 times a year may be requiredExcellent presentation skills and public speaking skillsStrong interpersonal and relationship building skills to allow for collaborative work effortDemonstrated success in developing and executing sales plansKnowledge of the retail retirement productsAbility to interact with all levels of internal and external resources, vendors as well as other departmentsStrong problem solving abilitiesProfessional maturity to effectively interface with financial advisorsStrong organizational skills with ability to manage territoryDue to the financial nature and level of accountability of this position, a credit and criminal background check is required
Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions.
Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures.
As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities.
Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.What you can expect when you join Sammons Financial Group:
A casual dress code (yep - that means jeans)A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our competitive benefit package includes:
Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
A generous retirement program.
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.
A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer.We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.
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.)
