Sammons Financial Group

Overview: Responsible for achieving annuity sales, recruiting and other related goals within assigned region. Identify and build relationships with targeted insurance licensed producers, investment advisors and registered representatives to successfully market and drive annuity sales. If supporting North American Company, identify and build relationships with registered representatives that are appointed through partner Independent Marketing Organizations (IMOs) as well. Maintain and drive annuity sales through current loyalty and base agents. Position products, company benefits and value proposition through phone calls, face-to-face meetings and events. Responsibilities: • Work within region to achieve assigned annuity sales goals by promoting company’s products, services and benefits. Identify and build relationships with key producers through face-to-face meetings, regional events, phone calls, webinars and other forms of communication. Responsible for setting appointments...

Overview: The Corporate Markets Specialist is responsible for performing all administrative and service functions for all Corporate Markets distributors and policy owners including handling the group administration. Responsibilities: • Deliver customer service to distributors and policyowners that meet or exceed customer expectations. This includes but is not limited to processing and managing all policy changes, service and general inquiry of all types, phone inquiries, projections, and any other service functions associated with this distribution system. Perform group contract administration activities:a.Daily process group files ensuring proper accounting entries and commission changes are made.b.Audit group commission statements monthly and group commission accounts when requested for accuracy.c.Process files according to company guidelines for group new issue and group policy changes. Process new and renewal premiums for groups and individual policies. Aid in...

Overview: Provide leadership and oversight of strategy for the Sammons Independent Annuity Group (SIAG) business unit (BU) by partnering with key business leaders and subject matter experts (SMEs) to design, implement and continuously enhance strategies, initiatives and tools in order for SIAG to achieve growth. Continuously communicate necessary facts to drive corrective and proactive changes utilizing knowledge of the business, products, processes and systems. Build electronic capabilities, work with external partners and be involved with potential alternative distribution opportunities. Responsibilities: • Provide leadership for planning, developing and implementing strategy across multiple distribution channels by collaborating with key business leaders and Subject Matter Experts (SMEs). Work with business owners to understand their business requirements/strategies/initiatives; utilize requirements/strategies/initiatives to develop industry leading electronic capabilities;...

Overview: The Program Manager, Corporate Governance & Legal Department Operations is responsible for the end-to-end ownership, execution, and continuous improvement of corporate governance processes across Sammons Financial Group Companies (Sammons Financial Group) and its member companies. This role serves as the primary owner of governance operations, including board and committee processes, entity management, regulatory filings, and governance-related reporting. Operating with a high degree of independence is expected to exercise sound judgment in managing governance matters, interpreting requirements, and resolving issues. The role is accountable for designing scalable processes, enhancing regulatory readiness, and strengthening governance frameworks. In addition, this role supports the Legal Department's Operations and Risk Management initiatives by building and optimizing processes, leveraging technology and data, and driving operational excellence across the Legal...