Advisor Manager, Central Territory

🕒 April 2

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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

• Manage overall Advisor Team productivity to sales and territory plans. • Coach advisors on developing relationships within the credit union program. • Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives. • Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures. • Provide consultative and strategic services within territory. • District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams. • Assist credit unions with hiring external coordinators as needed. • Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors. • Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices. • Promote adherence to all sales and support processes by conducting sales process reviews. • Serve as program expert as it relates to our platform, B/D operations, compliance and support services. • In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff. • Support all Advisors in consistently applying Broker/Dealer technology and defined processes. • Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.

🎯 Requirements

• 7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred) • 3-5 years leadership experience • Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen • Flexibility of travel to 75% • Strong track record of integrity and results in across the industry • FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required • Well-connected across the industry with leaders, advisors, partners, consultants etc.

🏖️ Benefits

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