Annuity Sales Consultant - Internal Wholesaler

October 17

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TruStage

WebsiteLinkedInAll Job Openings

Insurance • Technology • Ventures • Investments • Retirement

1001 - 5000 employees

Founded CUNA Mutual Group has almost a century of experience.

🏦 Banking

💸 Finance

💳 Fintech

Description

• This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities • Provide strategic support to wholesalers to enhance their efforts of F2F product distribution • Develop and implement strategic plans for business development with investment advisors • Employ consultative selling approach to support retail sales activities • This role will help manage day to day activities of designated wholesaler(s) • Utilize appropriate judgment to allocate financial resources from the assigned territory’s business development budget • Acts as a catalyst to drive sales growth, build market share and meet necessary sales and asset targets for the TruStage Annuity products • Conduct F2F meetings within their territory as needed • Help design and deliver product sessions and marketing presentations

Requirements

• Bachelor's degree in Business, Finance or equivalent trade off in professional 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 & 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 a plus (CPA, CFA, ChFC, CLU, etc.) • Strong oral and written communication skills • Capable of presenting technical product knowledge • Highly motivated and able to work independently • Proven ability to grow a sales territory • Ability and desire to spend significant portion of 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 a plus • Ability to travel up to 30%

Benefits

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