Associate Regional Sales Consultant – Retirement Plans

🕒 6 days ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $56.5k - $84.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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TruStage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

TruStage is a company delivering insurance, investment, and technology solutions designed to help individuals and businesses make informed and confident financial decisions. The company offers a comprehensive array of insurance products, including life, auto, home, and property insurance, as well as specialized insurance for businesses. TruStage also provides investment solutions like annuities and wealth management, along with technology solutions focused on compliance and e-commerce enablement. Recognized for helping clients manage risk and build financial security, TruStage has been serving customers since 1935 and continues to stand out as a highly-rated provider in the insurance industry.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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