Associate Regional Sales Consultant – Retirement Plans

🕒 il y a 11 jours

🧀 Wisconsin – Distant

🧀 Wisconsin – Remote

💵 $56 500 - $84 800 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

🧑‍💼 Ingénieur d'affaires

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TruStage

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en CUNA Mutual Group, which was founded in 1935

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

TruStage est une entreprise qui propose des solutions d'assurance, d'investissement et de technologie conçues pour aider les particuliers et les entreprises à prendre des décisions financières éclairées et confidentes. Elle offre une gamme complète de produits d'assurance, notamment l'assurance vie, auto, habitation et biens, ainsi que des assurances spécialisées pour les entreprises. TruStage propose également des solutions d'investissement comme des rentes et de la gestion de patrimoine, ainsi que des solutions technologiques axées sur la conformité et l'habilitation de l'e-commerce. Reconnue pour aider les clients à gérer les risques et à bâtir une sécurité financière, TruStage sert ses clients depuis 1935 et continue de se démarquer en tant que fournisseur hautement coté dans l'industrie de l'assurance.

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.

🎯 Exigences

• 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.

🏖️ Avantages

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