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Internal Wholesaler - Sammons Retirement Solutions

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Date: May 23, 2019

Location: West Des Moines, IA, US, 50266

Company: Sammons Financial Group

Sammons® Financial Group’s (SFG) member companies offer some of today’s most sought after life insurance, annuity, and retirement planning products. 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. 


Here is what you can expect when you join SFG:

  • A Casual dress code which includes jeans. 
  • A rich company culture driven by private ownership and intentional leadership that inspires employees to engage in our healthy, high-performing and values based culture.
  • Healthy balance between work and personal lives.  Friday afternoons off all year long, competitive PTO and generous number of paid holidays. 
  • Great benefits including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few!
  • ESOP- A generous 100% company funded retirement plan. 


Here's what you can expect as the Internal Wholesaler - Sammons Retirement Solutions:

You are 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.  Manage sales territory in conjunction with external partner based on the requirements established by Sammons Retirement Solutions (SRS).

  1. Partner with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell SRS’ products.
  2. In conjunction with Sales management and External Wholesaler, develop sales goals and marketing plans to grow sales, market share and increase visibility for SRS.
  3. 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. 
  4. 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. 
  5. 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.
  6. 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.  
  7. Generate ideas and help create content of emails and messaging to financial advisors. 
  8. Actively stay current on investment strategies and trends in the financial industry.



  • Bachelor’s degree preferred
  • 1-3 years of financial services sales experience
  • Series 6 and 63 required or ability to pass exam within 120 days of hire date
  • State life insurance licenses required or ability to pass exam within 120 days of hire date
  • Excellent presentation skills and public speaking skills
  • Strong interpersonal and relationship building skills to allow for collaborative work effort
  • Demonstrated success in developing and executing sales plans
  • Knowledge of the retail retirement products
  • Ability to interact with all levels of internal and external resources, vendors as well as other departments
  • Strong problem solving abilities
  • Professional maturity to effectively interface with financial advisors
  • Strong organizational skills with ability to manage territory
  • Travel 1-2 times a year may be required
  • FINRA regulations require fingerprinting for this position.  Management reserves the right to determine and approve incumbent suitability for this position.
  • Due to the financial nature of this position, a credit check is required




Nearest Major Market: Des Moines

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