Associate Regional Sales Consultant - Retirement Plans

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 will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with wholesaling teams and implementation teams to recognize trends, resolve systematic issues, and drive improvements.

In addition this position will help manage day-to-day activities of the wholesaling team; these include responding to RFP’s, being secondary for all inbound phone lines, email requests, and assisting in the building of territory sales strategies. This position will also act as a catalyst to drive sales growth and meet necessary sales targets for retirement sales.

Job Responsibilities:
 

• Build, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territories.
• Provides inbound telephone support, including answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing timely responses to problems encountered in each wholesaler territory.
• Provide outbound telephone support; including consulting on the proposals, pricing and plan design. Help develop and share ideas with consultants and advisors that increase sales. Document activity in contact management system.
• Serves as a problem solver for advisors and wholesalers on product, pricing and implementation issues and maintain a strong knowledge of available resources.
• Build and maintain a strong product knowledge, including industry and competitor information.  Maintain a strong knowledge of retirement’s product offering.  Maintain a solid understanding of back-office processes for broker dealer operations and service areas.
• As needed, provide support to the wholesaling team by helping to conduct Zoom presentations and Client and Conference events, when appropriate.
• Create, prioritize and guide teams strategy and roadmap for data analytics, CRM/Salesforce, and technology enhancements.
• Represent sales leadership in cross-functional team meetings.

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.
 

• Associate or bachelor’s degree in business, marketing, finance or related trade-off in work experience.
• Strong knowledge of investments and/or retirement plans.
• Strong oral and written communication skills.
• Exercise sound judgement and solid decision making for allocating company resources for business development.
• Highly motivated and able to work independently and perform under pressure.
• Ability 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.
• Highly organized and detail oriented.
• Ability to travel up to 10%.

Preferred Qualifications:

• FINRA SIE, 6, 63 and state life insurance preferred.

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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:

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.