At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position will direct the sales activities for our Company manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal Company objective. This position leads the sales activities and efforts of F2F distribution through registered representatives in the independent broker dealer (IBD) and bank/credit union channels.
This is a focused, business-building position. Success is accomplished through developing and expanding advisor relationships, providing outstanding investment sales training & assistance and executing product sales programs and strategies.
Consultant – provides advice with regards to strategy, management and operations as well as the structure of a business. They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend solutions, utilizing knowledge of theory, principles or technology of specific discipline or field of specialization. Consults with client to ascertain, define need or problem area plus determine scope of investigation required to obtain solution. Consultants analyze data to define solution and examine alternate methods as well.
Job Responsibilities:
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Develop new business and maintain existing business relationships by conducting proactive sales activities.
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Provide current producing advisers with up-to-date information on TruStage Annuities products and timely business building sales ideas.
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Reach out to prospective advisers within designated territory to grow TruStage Annuities deposits and market share.
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Manage a business in partnership with a remote virtual Regional Sales Associate (RSA) and internal sales desk.
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Participate in our Company and independent broker dealer meetings, conferences and events.
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Stay current on all TruStage Annuities products, as well as economic and market conditions pertinent to the sales of annuity and investment products.
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Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities and business promotion through F2F meetings, webinars, and outbound calls.
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Support advisor sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale).
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Manage resources provided by our Company including the territory marketing and T&E budget.
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This role will be accountable for:
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Territory Sales Goals
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Year over year territory growth
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Face-to-Face appointments and other proactive sales activities
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
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Bachelor’s Degree in Business or Marketing or 4+ years of equivalent work experience.
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3-5+ years of prior investment products wholesaling experience (preferred).
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Retail F2F experience selling similar investment products in an institutional setting. Existing relationships in the independent broker dealer (IBD) space is preferred
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FINRA Securities Industry Essentials Examination, Series 6 and 63 licenses required. Life, and Variable Licenses required.
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Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)
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Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
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Strong oral and written communication skills
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Exercise sound judgment and solid decision making for allocating company resources for business development Strong territory management and organizational skills.
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Highly motivated to work independently and under pressure.
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Willingness and ability to travel 75 - 95% of the time over a large geographic territory.
#LI-EG
If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$58,700.00 - $97,900.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
Top Skills
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
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