Sammons Financial Group Companies
Regional Vice President - Beacon Capital Management - Georgia, Te...
Sammons Financial Group Companies - Georgia Center, Vermont, United States
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Overview
Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
Join to apply for the
Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
role at
Sammons Financial Group Companies Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
14 hours ago Be among the first 25 applicants Join to apply for the
Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
role at
Sammons Financial Group Companies What You Can Expect In This Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services. What You Can Expect In This Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.
What You'll Do In This Role
In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. Develop and maintain relationships with Registered Investment Advisors to grow sales. Deliver presentations within established sales territory including continuing education programs, product training and value add training. Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. Provide education, sales leadership and relationship management for top advisors within established sales territory. Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. Act as a resource for sales training and BCM training to internal and external stakeholders. Attend conferences as requested. Maintain a positive image of the company in work actions and interactions with others serving as a representative of the organization. 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. Participate in other initiatives and/or projects as necessary.
What We're Looking For
Bachelor's Degree Communications, Marketing, Business or related field Preferred 5-10 years' financial services sales experience, preferably previous wholesaling experience Required Excellent presentation skills and public speaking skills Strong people and relationship building skills Proven interpersonal skills to allow for collaborative work effort Demonstrated success in developing and executing sales plans Ability to interact with all levels of internal and external resources, vendors as well as other departments Strong problem solving abilities Ability to effectively interface with senior management using high level of professionalism Strong organizational skills with ability to manage territory Series License-65 Preferred 50% Travel within territory and to conferences
Other Requirements
Criminal background check required. This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
What you can expect when you join Sammons Financial Group
Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Salary Range Information
USD $0.00 - USD $0.00 /Yr.
Flat base salary + Sales Incentive
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.) Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Referrals increase your chances of interviewing at Sammons Financial Group Companies by 2x Get notified about new Regional Vice President jobs in
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Join to apply for the
Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
role at
Sammons Financial Group Companies Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
14 hours ago Be among the first 25 applicants Join to apply for the
Regional Vice President - Beacon Capital Management - Georgia, Tennessee, North & South Carolina
role at
Sammons Financial Group Companies What You Can Expect In This Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services. What You Can Expect In This Role
Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.
What You'll Do In This Role
In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM. Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals. Develop and maintain relationships with Registered Investment Advisors to grow sales. Deliver presentations within established sales territory including continuing education programs, product training and value add training. Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory. Provide education, sales leadership and relationship management for top advisors within established sales territory. Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements. Act as a resource for sales training and BCM training to internal and external stakeholders. Attend conferences as requested. Maintain a positive image of the company in work actions and interactions with others serving as a representative of the organization. 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. Participate in other initiatives and/or projects as necessary.
What We're Looking For
Bachelor's Degree Communications, Marketing, Business or related field Preferred 5-10 years' financial services sales experience, preferably previous wholesaling experience Required Excellent presentation skills and public speaking skills Strong people and relationship building skills Proven interpersonal skills to allow for collaborative work effort Demonstrated success in developing and executing sales plans Ability to interact with all levels of internal and external resources, vendors as well as other departments Strong problem solving abilities Ability to effectively interface with senior management using high level of professionalism Strong organizational skills with ability to manage territory Series License-65 Preferred 50% Travel within territory and to conferences
Other Requirements
Criminal background check required. This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
What you can expect when you join Sammons Financial Group
Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Salary Range Information
USD $0.00 - USD $0.00 /Yr.
Flat base salary + Sales Incentive
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.) Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Referrals increase your chances of interviewing at Sammons Financial Group Companies by 2x Get notified about new Regional Vice President jobs in
Georgia, United States . Senior Vice President of Corporate Development
Senior Vice President, NorAm Operations - Schools
Regional Sales Director - Atlantic Region
Vice President of Sales - Supply Chain - North America
Atlanta, GA $200,000.00-$250,000.00 1 day ago Georgia, United States $150,000.00-$185,000.00 2 weeks ago New England, GA $102,600.00-$180,000.00 1 week ago Atlanta, GA $156,000.00-$195,000.00 1 day ago Regional Vice President of Network Payor and Relations
Regional Sales Director (Advanced Wound Dressings) - Southeast
Atlanta, GA $210,000.00-$240,000.00 2 days ago Director, Regional Implementation (South)
Atlanta, GA $93,300.00-$169,700.00 1 week ago Vice President Operations, 2 Hour Learning (Remote) - $400,000/year USD
Atlanta, GA $124,000.00-$180,000.00 1 week ago LN Media & Sponsorship || Director, Regional Sales
Regional Director of Philanthropy (Major Gifts)
Atlanta, GA $95,000.00-$120,000.00 2 months ago Oncology Regional Director, Solid Tumors - Southeast Region
Georgia, United States $204,800.00-$281,600.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr