Hybrid Onboarding Wholesaler; ROM

Hybrid Onboarding Wholesaler (ROM)

Sammons Financial Group Companies

Location: Des Moines, IA

Employment type: Full-time

• Work within the assigned region to achieve assigned annuity sales goals.
• Identify and build relationships with prospects in the region through face‑to‑face meetings, regional industry events, phone calls, webinars, and other forms of communication to appoint new producers.
• Onboard new producers by promoting company products, services, and benefits; create and provide business plans/goals and train new agents/producers.
• Facilitate recruiting campaigns to prospective agents to assist the company in achieving recruiting and production goals.
• Partner with external and internal wholesalers in the region to best achieve recruiting and sales goals.
• Attend facilitation of agent training and promote company and products at industry conferences as necessary.
• Demonstrate strong ability to articulate the company’s strategy by presenting a compelling story about company strength, culture, values, products, and services.
• Deliver presentations educating producers and distribution partners about the company, product, and services to recruit quality agents.
• Assist with developing and implementing training programs for new products, point‑of‑sale work, services, and programs offered by the company.
• Collaborate with management to implement outbound phone campaigns and other programs to be carried out from the home office, ensuring 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.
• Support expense management by completing accurate travel expense reports on time and managing regional expenses efficiently.
• Travel within the region (minimum 25%) for various producer meetings.
• Maintain a positive image of the company.
• Commit to the company’s shared values (Accountability, Connection, Openness, Respect, and Integrity).
• Adhere to the Attendance and Punctuality policy for regular attendance and workflow demands.
• Participate in other initiatives and/or projects as necessary.

• Bachelor’s Degree and/or 5+ years sales experience in financial services industry (internal, external, or combination).
• Ability to work independently and communicate clearly and concisely with effective written and oral skills.
• Proven ability to build strong internal and external relationships.
• Excellent presentation skills, both in creation and delivery, to prospective producers/distribution partners.
• Thorough knowledge of sales and marketing principles and practices.
• Demonstrated working knowledge of annuity products and company benefits.
• Proven ability to grow a region/territory as measured by sales, producer growth, and business persistency.
• Effective organizational, time‑management, sales, and presentation skills.
• State life insurance licenses preferred.
• Travel within the region 25% of the time.

• Criminal background check required.
• If the position is in the SIG business unit, Annuity New Business Securities team, or if securities licenses are held, FINRA regulations require fingerprinting; a credit check may also be required.
• Management reserves the right to determine and approve incumbent suitability for this position.

• Competitive benefit package including health, dental, vision, company‑paid retirement, PTO, and holiday pay.
• Employee Stock Ownership Plan (ESOP): 100% company‑funded retirement plan.
• Healthy work‑life balance:
  Friday afternoons off year‑round, competitive PTO, and generous paid holidays.
• Incentive program for defined goals, subject to eligibility and performance.
• Colleagues who support one another, model core values, and drive a high‑performing culture.

$70,000 base + sales incentive plan

Work Authorization/Sponsorship
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or any work authorization for this role (e.g., F1‑OPT, F1‑CPT, J‑1).