AVP, National Sales Manager - Beacon Capital Management

Overview

Join as AVP, National Sales Manager – Beacon Capital Management at Sammons Financial Group Companies. This role leads wholesaling teams, drives national sales, and builds distribution partnerships.

• Lead the wholesale team: manage training, coaching, development, and performance.
• Drive execution and oversight of national sales activities, including extensive travel to advisor forums.
• Strategic planning: develop product, marketing, and distribution partnership strategy in collaboration with leadership.
• Set and track goals for direct reports, provide coaching, and create development plans.
• Provide ongoing training via weekly 1:1 calls, in-field visits, sales meetings, and call coaching.
• Hire and onboard new wholesalers as needed.
• Engage external distribution partners and sales leadership to solicit feedback and identify collaboration opportunities.
• Partner with Marketing Communications to develop promotional and educational campaigns.
• Present training sessions, virtual conference sessions, and onboarding materials.
• Represent the company at industry functions, training meetings, and speak to groups.
• Prepare detailed, time-sensitive progress reports on regional activity and sales objectives.
• Collaborate with other leaders and departments to achieve goals and facilitate communication.
• Promote a high-performance, motivated team environment; drive internal controls and compliance.
• Embrace Sammons values:
  Accountability, Connection, Openness, Respect, Integrity.
• Maintain regular attendance and participate in other initiatives as required.

• Bachelor’s Degree in Communications, Marketing, Business, or related field.
• Minimum 10 years of financial wholesale experience.
• Strong knowledge of financial products and services; accounting and budgeting processes.
• Strong people and project management skills; ability to motivate staff.
• Proven interpersonal skills, collaboration, and organization skills.
• Excellent oral and written communication, public speaking, and problem solving.
• Professional maturity to interface with Senior Management.
• Strategic planning and marketing plan execution experience.
• FINRA Series 65, 7, and 24 required or ability to obtain within 180 days.
• Must travel a minimum of 50% of the time.

• Credit and criminal background check required as part of financial nature and accountability.
• Fingerprinting and securities license background check may be required.
• Subject to SEC compliance program and personal securities transaction monitoring.

• Competitive benefit package:
  Health, Dental, Vision, Company Paid Retirement, PTO, Holiday Pay.
• Employee Stock Ownership Plan (ESOP) – 100% company-funded retirement plan.
• Healthy work/life balance:
  Friday afternoons off, competitive PTO, generous paid holidays.
• Incentive program for defined goals subject to eligibility and performance.
• Supportive, high-performing culture that values core values.

USD $125,000 - $150,000 Flat base salary + Sales Incentive.

Not considering candidates requiring immigration sponsorship now or in the future; no work authorization needed for this role.