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
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
- Develop sales goals, business, and marketing plans with Sales Management to grow sales, market share, and visibility for BCM.
- Partner with an Internal Wholesaler to execute focused plans to meet activity and sales goals.
- Develop and maintain relationships with Registered Investment Advisors to increase sales.
- Deliver presentations, including continuing education, product training, and value-added sessions within the sales territory.
- Manage the territory effectively by building relationships and coverage based on sales opportunities.
- Provide education, sales leadership, and relationship management for top advisors.
- Handle administrative tasks such as travel, expenses, scheduling, conference calls, and email management.
- Act as a resource for sales and BCM training to internal and external stakeholders.
- Attend conferences as required.
- Maintain a positive company image through professional interactions.
- Embrace Sammons Financial Group's core values: Accountability, Connection, Openness, Respect, and Integrity.
- Maintain regular attendance and punctuality as per company policies.
- Participate in initiatives and projects as needed.
What We're Looking For
- Bachelor's Degree in Communications, Marketing, Business, or related field (preferred)
- 5-10 years of financial services sales experience, preferably wholesaling (required)
- Excellent presentation and public speaking skills
- Strong relationship-building skills
- Proven success in developing and executing sales plans
- Ability to interact professionally with all levels of internal and external resources
- Strong problem-solving skills
- Ability to interface with senior management professionally
- Strong organizational skills for territory management
- Series License-65 (preferred)
- Willingness to travel 50% within territory and to conferences
Other Requirements
- Criminal background check required
- Subject to SEC compliance, including monitoring securities transactions and outside business activities
What You Can Expect When You Join Sammons Financial Group
- Competitive benefits: Health, Dental, Vision, Retirement, PTO, Holidays
- Employee Stock Ownership Plan (ESOP), a fully funded retirement plan
- Healthy work-life balance, with Friday afternoons off, PTO, and paid holidays
- Performance-based incentives and rewards
- Supportive colleagues and a high-performance culture
Salary Range
USD $0.00 - USD $0.00 /Yr. Flat base salary + Sales Incentive
Work Authorization/Sponsorship
Currently not considering candidates requiring immigration sponsorship or work authorization (e.g., F1-OPT, F1-CPT, J-1).
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