Regional Vice President – Beacon Capital Management – Georgia, Tennessee, North & South Carolina Position Available In [Unknown county], Georgia
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Job Description
Regional Vice President – Beacon Capital Management – Georgia, Tennessee, North & South Carolina
Georgia, United States; Tennessee, United States; North Carolina, United States; South Carolina, United States
Sales
6/17/2025
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 ed Investment Advisors to successfully market and sell BCM’s advice and services.
What You’ll Do In This Role
- In conjunction with Sales Management, develop sales goals, business and marketing plans to grow sales, market share and increase visibility for BCM.
- Partner with an Internal Wholesaler to jointly execute a focused plan to meet activity and sales goals.
- Develop and maintain relationships with ed Investment Advisors to grow sales.
- Deliver presentations within established sales territory including continuing education programs, product training and value add training.
- Manage territory effectively by building relations and coverage based on the greatest sales opportunity within the territory.
- Provide education, sales leadership and relationship management for top advisors within established sales territory.
- Manage all administrative aspects of the established sales territory according to company policies including travel and expenses, calendar and forward schedule, conference call participation, email retention and other requirements.
- Act as a resource for sales training and BCM training to internal and external stakeholders.
- Attend conferences as requested.
- 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.
- Participate in other initiatives and/or projects as necessary.
What We’re Looking For
Bachelor’s Degree Communications, Marketing, Business or related field Preferred
5-10 years’ financial services sales experience, preferably previous wholesaling experience Required
Excellent presentation skills and public speaking skills
Strong people and relationship building skills
Proven interpersonal skills to allow for collaborative work effort
Demonstrated success in developing and executing sales plans
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Strong problem solving abilities
Ability to effectively interface with senior management using high level of professionalism
Strong organizational skills with ability to manage territory
Series License-65 Preferred
50% Travel within territory and to conferences
Other Requirements
- Criminal background check required.
- This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
What you can expect when you join Sammons Financial Group - Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
- Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
- Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
- Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
- Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Salary Range Information
USD $0.00 – USD $0.00 /Yr.
Flat base salary + Sales Incentive
Work Authorization/Sponsorship
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)