Regional Sales Consultant - Annuities

September 25

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TruStage

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Insurance • Technology • Ventures • Investments • Retirement

1001 - 5000

Description

• This position is to direct the sales activities for TruStage manufactured Annuity products. • The objective of this role is annuity deposit growth (AUM). • This position leads the sales activities and efforts of virtual meetings, outbound calling and limited face-to-face distribution. • Ideal candidate would live in the Central or Mountain Time Zones and have relevant experience. • Develop new business and maintain existing business relationships by conducting proactive sales activities. • Provide current producing financial professionals with up-to-date information on TruStage Annuity products. • Reach out to prospective financial professionals within designated territory to grow TruStage's annuity deposits. • Stay current on all TruStage Annuity products and market conditions pertinent to the sales of annuity and investment products.

Requirements

• Bachelor's Degree in Business or Marketing or 3+ years of related industry experience. • 2-4+ years of prior investment products wholesaling experience (preferred). • Retail experience selling similar investment products in an institutional setting. • FINRA Series 6 or 7 and 63 licenses required. • Life and Variable insurance licenses required. • Industry designations preferred (CPA, CFA, ChFC, CLU, etc.) • Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process. • Strong oral and written communication skills. • Exercise sound judgment and solid decision making for allocating company resources for business development. • Strong territory management and organizational skills. • Highly motivated to work independently and under pressure. • Willingness and ability to travel up to 25% of the time over a large geographic territory.

Benefits

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