Associate Regional Sales Consultant – Retirement Plans

🕒 Maio 28

🧀 Wisconsin – Remoto

🧀 Wisconsin – Remote

💵 $56.500 - $84.800 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🧑‍💼 Executivo de Contas

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TruStage

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em CUNA Mutual Group, which was founded in 1935

💸 Finanças

💳 Fintech

Insurance • Finance • Fintech

A TruStage é uma empresa que oferece soluções de seguros, investimentos e tecnologia projetadas para ajudar indivíduos e empresas a tomarem decisões financeiras informadas e confiantes. A empresa oferece uma ampla gama de produtos de seguro, incluindo seguros de vida, automóvel, residência e propriedade, bem como seguros especializados para empresas. A TruStage também fornece soluções de investimento como anuidades e gestão de patrimônio, juntamente com soluções tecnológicas voltadas para conformidade e habilitação de e-commerce. Reconhecida por ajudar os clientes a gerenciar riscos e construir segurança financeira, a TruStage tem atendido clientes desde 1935 e continua a se destacar como um provedor altamente avaliado na indústria de seguros.

Descrição

• Partner with the retirement wholesaling team, product, and implementation teams to provide support for pre- and post-sale activities. • Collaborate with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. • Recognize trends, resolve systematic issues, and drive improvements. • Manage day-to-day activities of the wholesaling team including responding to RFP’s, being secondary for all inbound phone lines, email requests, and assisting in building territory sales strategies. • Act as a catalyst to drive sales growth and meet necessary sales targets for retirement sales. • Build, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territories. • Provide inbound and outbound telephone support, answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing timely responses to problems encountered. • Document activity in contact management system. • 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• medical • dental • vision • employee assistance program • life insurance • disability plans • parental leave • paid time off • 401k • tuition reimbursement