Sammons Financial Group - West Des Moines, IA

posted about 1 month ago

Full-time - Senior
West Des Moines, IA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The AVP, National Sales Manager at Midland Advisory is responsible for overseeing and leading the management, training, coaching, and development of the Wholesaling team within the RIA fee-only annuity distribution sector. This role involves ensuring the successful execution and supervision of sales activities, which includes significant travel and collaboration with wholesalers and external distribution partners to drive sales growth.

Responsibilities

  • Develop and implement the strategy around product, marketing, and distribution partnerships through collaboration with the leadership team.
  • Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for the wholesale team.
  • Set goals for all direct reports, coach for performance, and collaborate with other business unit sales managers to create development plans and goals for sales teams.
  • Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings, and call coaching.
  • Hire and onboard new wholesalers as necessary.
  • Engage external distribution partners and sales leadership to solicit feedback on team performance and identify additional opportunities for collaboration and partnership in growing sales.
  • Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners.
  • Participate in and create presentations for virtual conference training sessions as assigned.
  • Coach and assist wholesalers in developing sales tools and resources.
  • Represent the company at industry functions and training meetings by speaking to groups and effectively promoting annuity products.

Requirements

  • Bachelor's Degree in Communications, Marketing, Business or related field.
  • Minimum 10 years' Fixed Annuity Sales and Marketing experience preferred.
  • Knowledge of fixed annuity products required.
  • Knowledge of accounting and budgeting processes preferred.
  • Strong people and project management skills.
  • Ability to effectively manage and motivate staff.
  • Proven interpersonal skills for collaborative work efforts.
  • Demonstrated success in developing and executing marketing plans.
  • Fixed annuity distribution experience.
  • Excellent communication skills-both oral and written.
  • Strong problem-solving abilities.
  • Professional maturity to effectively interface with Senior Management.
  • Strong organizational skills with the ability to handle multiple projects with tight deadlines.
  • Strategy development experience.
  • Strong public speaking skills.
  • Life Insurance license preferred.
  • Series License-6 or ability to obtain within 120 Days required.
  • Must be able to travel a minimum of 50% of the time.

Nice-to-haves

  • Knowledge of fixed annuity products
  • Strong people and project management skills
  • Knowledge of accounting and budgeting processes
  • Life Insurance license
  • Series License-6 or ability to obtain within 120 Days

Benefits

  • Dental insurance
  • Employee stock ownership plan
  • Paid holidays
  • Paid time off
  • Retirement plan
  • Vision insurance
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