AVP, National Sales Manager - Beacon Capital Management

What You Can Expect In This Role

Responsible for the management, training, coaching and development of Wholesaling team within Beacon Capital Management. Responsible for execution and oversight of sales activities including extensive travel; working with wholesalers as they are meeting with advisors in various forums.

• Plan, allocate and monitor work and make decisions regarding employment, performance appraisals, training, and related personnel actions for wholesale team.
• Responsible for setting goals for all direct reports, coaching for performance, and collaborating with other business unit sales managers to create development plans and goals for sales teams.
• Provide training, coaching, and development through weekly 1:1 calls, in-field visits, sales meetings and call coaching.
• Hire and onboard new wholesalers as necessary.
• Actively and consistently engage external distribution partners and sales leadership to solicit feedback on team performance and to identify additional opportunities for collaboration and partnership in growing sales.
• Strategize with Marketing Communications to develop impactful promotional and educational campaigns for distribution partners.
• Participate in and create presentations for virtual conference training sessions as assigned. Coach and assist wholesalers in developing sales tools and resources.
• Participate in and create presentations as needed and coach/assist wholesaling team in development related to onboarding as needed.
• Represent company at industry functions and training meetings by speaking to groups and effectively promoting Beacon products.
• Professionally deliver training presentations to groups of producers.
• Build solid and enduring professional relationships with assigned account relationships to influence and drive sustainable sales.
• Prepare detailed and time‑sensitive reports which reflect the progress made toward the accomplishment of the objectives by measuring the regional activity and sales.
• Collaboratively work with other leaders within Sammons Financial Group Companies to achieve goals and facilitate communication between departments.
• Promote a high‑performing, highly motivated, productive team environment.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• 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.

• Bachelor's Degree in Communications, Marketing, Business or related field preferred
• Minimum 10 years' Financial wholesaling experience preferred
• Knowledge of financial products and services required
• Knowledge of accounting and budgeting processes preferred
• Strong people and project management skills
• Ability to effectively manage and motivate staff
• Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities in a team environment
• Demonstrated success in developing and executing marketing plans
• Ability interact with all levels of internal and external resources, vendors as well as other departments
• Excellent communication skills-both oral and written
• Strong problem solving abilities
• Professional maturity to effectively interface with Senior Management
• Strong organizational skills with ability to handle multiple projects with tight deadlines
• Strategy development experience
• Strong public speaking skills
• FINRA Series 65, 7 and 24 required or ability to obtain within 180 days
• Must be able to travel a minimum of 50% of the time and may be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs.

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial…