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, investment and technology 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:
The National Sales Associate grows the sales of the TruStage retail investment products.
This position will partner with the wholesaling team and cross-functional teams to provide support for pre- and post-sale activities. Work closely with external and internal wholesalers to enhance their efforts of product distribution through affiliated representatives and external broker dealers. Collaborate with wholesaling teams and cross-functional teams to recognize trends, resolve systematic issues, and drive procedure improvements.
Employ a consultative selling approach to support retail sales activities including increasing sales and market share objectives in all channels. Help manage day-to-day activities of the wholesaling team; these include being secondary for all regional inbound phone lines, email requests, providing marketplace feedback and assisting in the building of marketing strategies. Act as a catalyst to drive sales growth, build market share and meet necessary sales and asset targets for the MI&I products.
****This role is a pre-cursor to the Internal Wholesaler role with assigned RVP's.
Job Responsibilities:
Provide outbound telephone support; including advising on the availability and appropriate use of TruStage products, literature and sales tools, when applicable at a National level. Help develop and share ideas with investment advisors that increases sales; train on new product releases and enhancements; communicate economic and industry data relevant to the use of products.
Document activity through established contact management tools, utilizing contact data to enhance the level of field support and improve decision-making for wholesaler/advisor relationships.
Continuously build, maintain, and enhance positive business relationships with investment advisors offering TruStage products, serving as a resource for sales support for all channels and territories.
Provide inbound telephone support, including answering product questions; following up on requests for information and proposals; delivering training; and providing timely responses to problems encountered in the field.
Serve as a troubleshooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution.
As needed, provide support to the wholesaling team sales efforts by helping conduct Seminar Presentations, WebEx Presentations and Client and Conference events, when appropriate.
Maintain and build strong product knowledge, including any related economic, industry and competitor’s information. Build and maintain strong knowledge of the entire TruStage product portfolio. Maintain a solid understanding of back-office processes for the investment advisor, broker/dealer operations, and the service areas, as well as a working knowledge of associated vendor relationships.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor’s degree in business, Marketing Finance, or related trade off in work experience.
Strong knowledge of investment and/or insurance products.
Securities Industry Essentials (SIE) exam preferred, but not required.
FINRA Series 6, 63 or Series 7 licenses, life insurance license and variable insurance license required or must be obtained within 90 days of hire.
Strong oral and written communication skills.
Exercise sound judgment and solid decision making for allocating company resources for business development.
Highly motivated and able to work independently and perform under pressure.
Ability and desire to spend significant portion of job developing relationships over the phone.
Excellent interpersonal skills and ability to work in a team environment.
Working knowledge of office automation tools; experience with contact management tools a plus.
Sales experience in the financial services industry and/or experience dealing with field representatives preferred.
Ability to travel up to 25%.
#LI-Remote
If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$53,200.00 - $79,800.00
At TruStageTM, 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.
