Sammons Financial Group Companies · 22 hours ago
Advanced Markets Operations Consultant
United States
Full-time
Remote
Senior Level
$85K/yr - $177K/yr
6+ years expSammons Financial Group Companies is focused on providing quality financial services and is seeking an Advanced Markets Operations Consultant. This role involves managing operations related to premium finance, collaborating with various internal and external partners, and ensuring alignment with the company's goals while targeting high-net-worth individuals and business owners.
FinanceFinancial ServicesRetirement
No H1B
U.S. Citizen Only
Responsibilities
Manage the integrity of premium finance operations by collaborating with Compliance, Legal, New Business, and Administration
Coordinate with Life Distribution, Marketing, Underwriting, and other internal partners to ensure premium finance is positioned appropriately both internally and externally in the marketplace
Work closely with outside premium finance vendors and facilitators, lenders, agencies, and advisors to promote effective and efficient business
Partner with sales distribution teams to provide premium finance training, case consultation, and logistical support
Analyze the various forms of premium finance and their corresponding product, tax, legal, and sales impacts
Gather, manage, interpret and deploy premium finance metrics to track activity. Target additional opportunities utilizing Customer Relationship Management (CRM) systems and other Data Analytics tools
Work with the Market Intelligence area to identify Advanced Markets opportunities in the high-net worth-marketplace
Analyze the competitive life product landscape. Provide insight and marketable opportunities in the high-net-worth and business owner market
Collaborate with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated with current, competitive, and relevant content
Assist in the creation and delivery of high impact, engaging training on product and sales concepts for internal and external business partners
Work with the Advanced Markets team to provide assistance with advanced planning cases for financial professionals and clients
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
Qualification
Required
Bachelor's Degree in Business, Accounting, or Marketing Preferred
Minimum 7 years' experience in life marketing, agent training, and other life insurance areas Preferred
Minimum 6 years' experience in premium finance and other Advanced Markets case consultation Preferred
Minimum 6 years' experience in formal documentation and adult learning, training, and/or education Preferred
Experience with advanced illustration and case design systems (e.g. Insmark) Preferred
Highly-developed communication skills (written and verbal) with the ability to deliver clear and convincing presentations, and the ability to facilitate an open exchange of ideas, build coalitions, and foster an atmosphere of open idea sharing
Outstanding analytical skills with ability to apply and identify insights into actionable design or marketing opportunities
Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs
Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking
Significant exposure to a broad sampling of training industry standards and best practices
Proven ability to interact with associates and senior management in a cross-functional environment, using tact and good judgement
Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction
Achievement-orientated and possesses strong problem solving, decision making, strategic, and process thinking skills
Self-motivated with the ability to work independently and effectively under deadline pressures
Results oriented team player with high sense of accountability
Proficient use of Excel, Outlook, PowerPoint, and Word as they relate to assigned projects
Criminal background check required
Preferred
CLU Preferred
ChFC Preferred
CFP Preferred
JD optional
Benefits
Health
Dental
Vision
Company Paid Retirement
PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP)
Healthy balance between work and personal lives
Friday afternoons off all year long
Competitive PTO
Generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Monetary rewards are based on individual and/or overall company performance
Company
Sammons Financial Group Companies
Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today’s most sought after life insurance, annuity, and retirement products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Esfand Dinshaw
Chairman and Chief Executive Officer
Recent News
2026-01-24
2026-01-22
Morningstar.com
2025-12-08
Company data provided by crunchbase