At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position directs sales activities for TruStage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels.
This is a focused business building position that succeeds through expanding advisor relationships, delivering high quality investment sales training and guidance, and executing effective product sales programs and strategies. The role also incorporates consultative responsibilities including analyzing business needs, identifying opportunities, gathering data, and recommending solutions to improve advisor effectiveness and overall territory performance.
Job Responsibilities:
Develop new business and maintain existing advisor relationships by conducting proactive face to face and virtual sales activities.
Provide producing advisers with current information on TruStage annuity products as well as timely business building ideas.
Identify and engage prospective advisers within the territory to grow TruStage annuity deposits and increase market share.
Manage day to day business activities in partnership with a Regional Sales Associate and internal sales desk resources.
Participate in TruStage, TWMS and related industry meetings, conferences and events.
Stay current on all TruStage annuity products as well as economic and market conditions that impact annuity and investment product sales.
Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business development acumen through face-to-face meetings, webinars and outbound calls.
Support advisor sales efforts by conducting client seminars and individual point of sale presentations.
Manage TruStage provided resources including territory level marketing and travel and expense budgets.
Perform consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies.
This role is accountable for meeting territory sales goals, achieving year over year growth, maintaining strong levels of face to face and virtual appointments, and executing effective seminar activity.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
Must reside within the assigned territory.
Bachelor’s degree in Business or Marketing or equivalent experience.
2+ years of investment product wholesaling experience.
Retail face to face sales experience involving similar investment products in an institutional environment.
Knowledge of wholesaling within the credit union, bank or independent broker dealer channels is preferred; existing relationships in the IBD space are a plus.
FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required. Life and Variable licenses required or must be obtained within ninety days.
Industry designations such as CPA, CFA, ChFC or CLU are preferred.
Demonstrated knowledge of annuities, variable products and investment solutions, along with expertise applying these solutions within a needs-based sales process.
Strong oral and written communication skills.
Ability to exercise sound judgment and make solid decisions when allocating company resources for business development.
Strong territory management abilities, organizational skills and a high level of motivation to work independently and under pressure.
Willingness and ability to travel 75-90% of the time across a large geographic territory.
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$58,700.00 - $97,900.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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