Regional Sales Consultant (Annuities) - Remote in MT or CT

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: 
 

This position is to direct the sales activities for TruStage manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory.  The objective of this role is annuity deposit growth (AUM), a principal TruStage objective.  This position leads the sales activities and efforts of virtual meetings, outbound calling and limited face-to-face distribution through registered representatives in the independent broker dealer (IBD) and bank/credit union channels.

***Territory of coverage is spread out, but covered 80% virtually. The territory would include TX, KY,IN, MT and ID.

***Ideal candidate would live in the Central or Mountain Time Zones and have relevant experience.

Job Responsibilities: 
 

• Develop new business and maintain existing business relationships by conducting proactive sales activities.
• Provide current producing financial professionals with up-to-date information on TruStage Annuity products and timely business building sales ideas.
• Reach out to prospective financial professionals within designated territory to grow TruStage's annuity deposits and market share.
• Participate in TruStage and independent broker dealer meetings, conferences and events.
• Stay current on all TruStage Annuity products, as well as economic and market conditions pertinent to the sales of annuity and investment products.
• Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities, business promotion and train on new product releases through virtual meetings, outbound calling and limited face-to-face meetings.
• Support financial professional sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale).
• Manage resources provided by TruStage including the territory marketing and travel and expense budget.
• This role will be accountable for:
  • Territory Sales Goals
  • Year over year territory growth
  • Virtual and teleconference appointments and other proactive sales activities

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 or Marketing or 3+ years of related industry experience.
• 2-4+ years of prior investment products wholesaling experience (preferred).
• Retail experience selling similar investment products in an institutional setting.
• FINRA Series 6 or 7 and 63 licenses required.  Life and Variable insurance licenses required.
• Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)
• Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
• Strong oral and written communication skills
• Exercise sound judgment and solid decision making for allocating company resources for business development
• Strong territory management and organizational skills. Highly motivated to work independently and under pressure.
• Willingness and ability to travel up to 25% of the time over a large geographic territory.

Preferred Skillset:

• All licenses required for the role are completed and can show you have used them in previous roles.
• Shown progression as an internal wholesaler and would have the sales acumen to take on more of a hybrid wholesaler role.

#LI-EG

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:

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.