Overview:
Provide frontline sales support for distribution channels including Personal Producing General Agent (PPGA), Direct, Independent Broker Dealer (IBD), and Managing General Agent (MGA) Brokerage channels. As a subject matter expert, actively consult and educate on case design, product selection, website and company resources, illustration software, approved digital sales tools, and any additional resources that enable the sales process.
Responsibilities:
• Respond to field calls and inquiries providing education and support on products, marketing and sales materials, sales concepts, product education, advanced illustration support, and other sales enablement resources.
• Utilize a consultative approach to recommend appropriate solutions to Agents and/or MGA office staff with case design, product selection, marketing resources, and approved selling tools to capitalize on opportunities to enhance relationships, build customer loyalty, and ultimately grow sales.
• Maintain a solutions based mentality when handling incoming calls/e-mails and ensure that each interaction includes the promotion of any applicable company products as well as an attempt to capture additional sales opportunities.
• Use online programs to provide technical support and problem solving to resolve field issues related to all sales enablement platforms. Ensure escalated issues are routed to proper departments or vendor for resolution.
• Track and document all field interactions in Customer Relationship Management (CRM) system, which provides a holistic view of our agent’s company interactions and their experience. Provide insight and feedback to Sales and Marketing leadership regarding product competitiveness, customer satisfaction, industry trends, and other opportunities to engage the field.
• Make proactive outbound telephone calls to agents/advisors to increase product awareness, marketing campaigns and new product launches, and other attempts to strengthen relationships and build brand loyalty with key distribution partners in all channels.
• Assist in the onboarding process for newly appointed Agents and MGAs by offering and delivering successful training programs and educational support for new products, services, and programs offered by the company. Participate in outbound call campaigns, virtual sales presentations, and development of recorded video messaging.
• Recommend illustration software enhancements based on data obtained from our field force and personal experiences in using company and vendor illustration software platforms.
• Responsible for illustration software user acceptance testing and quality assurance. Also provide technical support to the field for questions/issues related to the sales illustration software.
• Maintain a working knowledge of competitor products and offerings and understand the key differentiators for Midland National and North American.
• Work with managers on ongoing projects, such as conducting presentations on noticeable market trends and brainstorming on ways to redirect product placement in the market for increased sales.
• Create and present virtual conference meetings as assigned.
• Proactively cross-sell additional Sammons Financial Group Company's products to PPGA producers or MGA’s.
• Participate in external meetings and presentations.
• 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.
• Other duties as assigned.
Qualifications:
- Bachelor's Degree Preferred
- 1-2 years' relevant work experience Preferred
- Background in life insurance sales or customer service preferred
- Proven ability to build and maintain effective internal and external relationships
- Complete knowledge of the sales process
- Strong time management and organizational skills
- Proven ability to work in a fast paced call center environment
- Effective written and oral communication skills
- Computer Skills including, but not limited to, Microsoft Word, Excel, Access, and PowerPoint
- State Life Insurance license or ability to obtain within 120 Days Preferred
Suitability Requirements:
• Criminal background check required.
Pay Range:
USD $44,498.00 - USD $74,162.00 /Yr.
Pay Transparency Verbiage:
Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
Company Information:
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Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
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Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
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Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
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Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
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Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
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Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
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An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
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 F1-OPT, F1-CPT, J-1, etc.)
Additional Information:
Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.
ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.
E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.
Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.