Regional Recruiting & Onboarding Specialist - Life Insurance

What You Can Expect In This Role

Responsible for front-end recruiting activities, lead generation and onboarding of new agents to support the Sammons Life Insurance Group regional teams. Coordinate efforts and communication with sales teams and support Internal and External Wholesalers in respective territories to drive premium and build relationships.

• Execute consistent follow up with internal and external wholesalers to communicate financial advisor interaction, assistance provided, and next steps to advance the sales process and deepen advisor relationships.
• Coordinate follow-up conversations between wholesalers and their producers.
• Act as a backup for Internal Wholesalers in assigned regions.
• Establish and cultivate relationships with assigned group of agents and contacts through regular communication to develop, grow, and drive sales while enhancing relationships. Execute on all facets of the sales process with ultimate goal of helping agent grow their business and increase sales volume.
• Contact recruits and manage contracting paperwork in assigned regions. Consistently follow up on focused recruit leads including agent referrals, recruiting lists, direct agent inquiries, and Bank and Broker Dealer leads.
• Coordinate new agent onboarding and provide training solutions for other needs to ensure understanding of effectively and efficiently doing business with Sammons Financial Group Life Division.
• Assist assigned regions with front-end recruiting activities, lead generation and onboarding new agents.
• Respond to inbound calls and emails in a timely manner with the ability to prioritize requests based on need.
• Establish relationships with the service center associates to assist the sales desk with problem resolution and case follow up.
• Effectively assist financial advisors with problem resolution, illustration design, email/mail illustrations and order materials as needed.
• Navigate the organization and available resources to provide problem-resolution assistance to financial advisors nationwide. Know when and to whom calls will be escalated if caller is not satisfied. Follow proper procedure for issue escalation involving management and/or other departments.
• Facilitate recruiting campaigns to prospective agents to assist Sammons Financial Group in achieving recruiting and production goals.
• Collaborate with management on the implementation of outbound phone campaigns and other programs to be carried out from the home office. In conjunction with sales management, create, implement, and follow-through on sales and marketing campaigns within assigned region. This includes ensuring that activity requirements and service standards are always met.
• Manage any third-party caller relationship and be solely responsible for the calling campaigns, call scripts, and follow up from the third-party caller(s).
• Responsible for contacting and managing contracting paperwork for recruits in assigned region – including focused and consistent follow-up on all recruit leads including agent referrals, recruiting lists, agent direct inquiries and Bank/Broker Dealer leads.
• Manage and prioritize initiatives, campaigns, and onboarding processes to achieve monthly goals.
• Identify needs and provide feedback around marketing, sales and technical materials to support sales efforts.
• Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
• 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.
• Other duties as assigned.

• Bachelor's Degree Preferred
• Minimum 2 years' financial services sales experience Preferred
• Solid presentation skills and public speaking skills
• Strong interpersonal and relationship building skills to allow for collaborative work effort
• Know…