Annuity Sales Consultant – Internal Wholesaler

🔥 18 minutes ago

🇺🇸 United States – Remote

💵 $48.8k - $81.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

👻 Ghost score 0%

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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 for face-to-face product distribution through affiliated representatives and external broker dealers • Develop and implement business-development plans with investment advisors • Help manage relationships with key managers at external broker dealers • Use consultative selling to increase sales and market share within an assigned geographic region • Manage day-to-day wholesaler activities, including setting appointments, developing sales plans, providing marketplace feedback and building market strategies • Allocate financial resources from the territory business-development budget • Drive sales growth, market share and sales and asset targets for TruStage Annuity products • Build, maintain and enhance advisor relationships through phone, virtual and face-to-face channels • Advise advisors on availability and appropriate use of TruStage Annuity products, literature and sales tools • Educate advisors on new product releases and enhancements • Communicate relevant economic and industry data • Develop recognition programs and ensure effective administration • Document field contacts using contact-management tools • Answer product questions and follow up on information and proposal requests • Support product education and resolve field problems • Provide marketing support through field schools, training meetings, sales conventions, trade shows and product presentations • Develop relationships with field management, home-office service, marketing and investment-advisory staff • Support Regional Vice Presidents, wholesalers and product marketers with marketing plans, funding allocation, sales strategies and sales-call procedures • Analyze internal business, industry, economic and competitive information to provide marketing support • Support new-product and product-enhancement projects, training-material revisions, promotional efforts and introduction campaigns • Maintain knowledge of TruStage's annuity portfolio, economic and industry information, competitors, back-office processes and vendor relationships • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Business, Finance or equivalent trade off in professional work experience • 2+ 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 and their appropriate applications within a needs-based sales process • FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required • Life and Variable Licenses required or ability to complete all licenses/registrations within 90 days • 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 solid decision-making for allocating company resources for business development • Highly motivated, able to work independently and perform under pressure • Proven ability to grow a sales territory • Ability and desire to spend a significant portion of the job developing relationships virtually and over the phone • Excellent interpersonal skills and ability to work in a team environment • Strong territory management, independence and organizational skills • Working knowledge of office automation tools • Experience with contact management tools is a plus • Ability to travel up to 20% • 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 opportunities • Retirement assistance • Flexibility to work in a preferred place • Technology and other tools supporting hybrid working • Application or interview process accommodations

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