Regional Vice President – Annuities

🕒 Abril 7

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $58.700 - $97.900 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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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

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• Medical • Dental • Vision • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401k • Tuition reimbursement