Secure Income Management Regional Sales Associate Tucson, AZ · Full time

Apply for Regional Sales Associate

Located in the sunbelt city of Tucson, Arizona, Secure Income Management (SIM) is a rapidly growing financial services platform focused on retirement income planning, estate planning, and annuity distribution. Recognized by Inc. Magazine in 2025 as one of the fastest-growing private companies in the United States, SIM is building a national advisory and distribution platform designed to deliver optimized, sustainable retirement income strategies. Our team combines deep industry expertise with a commitment to helping clients transform their financial futures. As we continue to scale, we are investing in operational infrastructure and financial leadership to support our next phase of growth.

About Secure Income Management

Secure Income Management (SIM) is one of the fastest-growing financial services firms in the country, recognized by Inc. Magazine as one of America’s fastest-growing companies. Based in Tucson, AZ, we support independent financial advisors across multiple states and are scaling quickly.

Location: In Office in Tucson, AZ

The Opportunity

Are you a top-performing Sales Representative in the financial services or insurance space who is ready to stop just "selling" and start "leading"? We are looking for a future regional sales manager. The Regional Sales Associate (RSA) is not a support role; it is an accelerated leadership residency. You will work directly under a veteran Regional Sales Manager (RSM) to co-lead a team of 25–30 Financial Advisors. Your mission is to learn the DNA of our sales process, drive regional production, and transition into an Associate RSM role within 12 months, with a clear path to a full RSM seat within 24 months.

The Career Roadmap

• Months 0–12: Regional Sales Associate. Shadowing, coaching advisors, learning case design and driving annuity premium volume.
• Months 12–18: Associate Regional Sales Manager. Taking full ownership of specific sub-territories and regional initiatives.
• Months 18–24: Regional Sales Manager. Full P&L responsibility and leadership of your own designated region.

Key Responsibilities

• Sales Coaching: Partner with the RSM to provide daily 1-on-1 coaching to a team of 25–30 advisors, focusing on deepening client relationships and increasing annuity production.
• Performance Tracking: Monitor regional KPIs and identify "gap" areas where advisors need additional training or resources.
• Annuity Growth: Act as the subject matter expert on annuity products, helping advisors structure deals and close complex business.
• Operational Excellence: Manage regional sales meetings, assist in recruiting new talent, and ensure the team is aligned with corporate growth targets.

What You Bring (Requirements)

• Industry Experience: 2+ years of proven sales success in Insurance, Financial Services, or Investments. (Annuity knowledge is a major plus).
• Leadership Ambition: You have reached the ceiling of individual production and are eager to move into management.
• Communication: The ability to influence, motivate, and command the respect of experienced, independent-minded Financial Advisors.
• Education/Licensing: Life insurance license preferred.

Compensation & Perks

• Target Annual Earnings: $80,000 (Comprised of a $60,000 base salary + commission overrides) 
• Performance Override: 0.5% override on all paid annuity business in your assigned region (uncapped)
• The "Upside": Direct mentorship from a tenured leader and a structured, performance-based promotion track to senior sales leadership.

Why Join Us?

This role is designed for the ambitious professional who wants to bypass the traditional 10-year climb to management. We provide the platform, the territory, and the mentorship—you provide the drive and the results.

Equal Opportunity Statement

Secure Income Management is committed to diversity and inclusivity in the workplace.

About the CEO & Founder

Joshua Mellberg is the CEO and Founder of Secure Income Management and a nationally recognized leader in retirement income planning, wealth management, and financial education. With over 20 years of experience, Josh founded J.D. Mellberg Financial in 2005, growing it into one of the fastest-growing private financial firms in the U.S., earning seven consecutive Inc. 500/5000 rankings before its acquisition by AmeriLife Group in 2020. Josh has helped raise over $4 billion in capital, launched multiple investment and annuity products in partnership with top-rated insurers, and is a frequent public speaker and educator. He also hosted the PBS series Mastering Your Money, focused on retirement, tax, and estate planning. Josh is passionate about financial literacy and helping individuals shift from focusing on net worth to building optimized, sustainable income—net of fees, taxes, and inflation.

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Parental leave

Vision insurance