Annuity Sales Consultant - Internal Wholesaler

October 17

Apply Now

Receive Emails with Similar Jobs

TruStage

WebsiteLinkedInAll Job Openings

Insurance • Technology • Ventures • Investments • Retirement

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

💸 Finance

💳 Fintech

Description

• Execute account and territory strategies for assigned broker dealers • Develop and implement strategic plans for business development with investment advisors • Provide strategic support to wholesalers to enhance product distribution • Utilize judgment to allocate financial resources from the budget • Develop and enhance positive business relationships within investment advisors

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 & 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 with professional skills • 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