Annuity Sales Consultant – Internal Wholesaler

🔥 37 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $69.1k - $120.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

TruStage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

🛡️ Insurance

💸 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

• Execute account and territory strategies for assigned broker dealers distributing TruStage Annuities • Acquire, optimize and retain business • Provide strategic support to wholesalers to enhance face-to-face product distribution • Develop strategic business-development plans with investment advisors • Manage relationships with key managers at external broker dealers • Support retail sales activities and increase sales and market share within an assigned geographic region • Manage day-to-day activities of designated wholesalers, including setting appointments and developing sales plans • Provide marketplace feedback and assist in building market strategies • Allocate financial resources from the territory business-development budget • Build and expand advisor relationships through virtual and face-to-face channels • Educate advisors and support product sales programs and strategies • Advise on appropriate use of annuity products, literature and sales tools • Answer product questions, follow up on information and proposal requests, and troubleshoot product and process issues • Participate in field schools, training meetings, sales conventions, trade shows and marketing presentations • Partner with Regional Vice Presidents, wholesalers and product marketers on marketing plans, sales strategies and recognition campaigns • Analyze internal, industry, economic and competitive information to provide marketing support • Support new-product and product-enhancement projects, training-material revisions and promotional campaigns • Maintain knowledge of TruStage’s annuity portfolio, investment-advisor and broker/dealer operations, service areas and vendor relationships • Document field contacts using contact-management tools

🎯 Requirements

• Bachelor's degree in Business, Finance or equivalent work experience • 3-5 years of sales, marketing or customer service experience in the financial industry • Strong knowledge of investment and/or insurance products • Demonstrated sales and marketing knowledge of annuities and variable products • FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required • Life and Variable Licenses required • Industry designations such as CPA, CFA, ChFC or CLU are a plus • Strong oral and written communication skills • Ability to present technical product knowledge professionally by phone and face to face • Sound judgment and decision-making skills for allocating company resources • Ability to work independently and under pressure • Proven ability to grow a sales territory • Ability and desire to develop relationships virtually and over the phone • Excellent interpersonal, teamwork, territory management, independence and organizational skills • Working knowledge of office automation tools • Ability to travel up to 30% • Resume required to apply

🏖️ Benefits

• Annual incentive (bonus) plan may be available • Medical insurance • Dental insurance • Vision insurance • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401(k) • Tuition reimbursement • Flexible workplace and work-life balance • Career growth • Retirement assistance • Flexibility to work in a preferred location • Technology and other tools supporting hybrid working