Now Hiring - Internal Wholesaler - Sammons Retirement Solutions in West Des Moines, IA

Job Title: Internal Wholesaler

Location: Des Moines, IA

What we are looking for in an Internal Wholesaler:

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).

• 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.
• 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.

Qualifications:

• Bachelor's Degree
• financial services sales experience
• 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
• Series 6 and 63 or ability to obtain within 120 Days
• Life Insurance or ability to obtain within 120 Days