Hybrid Annuity Sales Consultant — Strategic Advisor

TruStage; United States; Remote; USD 49,000 - 81,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Tuition reimbursement

Parental leave

Job summary

TruStage is seeking an Account Specialist to execute territory strategies for broker-dealers distributing TruStage Annuities. You will acquire, optimize, and retain business, support wholesalers, and develop strategic plans with investment advisors and external broker dealers.

The role emphasizes consultative selling, field support, and collaboration across marketing, home office, and service teams. A Bachelor's in Business/Finance and FINRA licenses are required, with travel up to 20%.

Qualifications

• Bachelor's degree in Business, Finance or equivalent
• 2+ 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, 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 can complete all licenses/registrations within 90 days
• Strong oral and written communication skills
• Capable of presenting technical product knowledge with professional phone and face to face skills
• Travel up to 20%

Responsibilities

• Develop and expand advisor relationships to drive TruStage Annuities sales
• Provide outbound support and product education to advisors
• Coordinate with Regional VPs and product marketers on marketing plans
• Attend field schools, training meetings, and sales conventions
• Maintain strong product knowledge across the TruStage Annuities portfolio
• Travel up to 20% to meet with brokers and advisors
• Document field activity and use CRM tools to inform decisions
• Support marketing booths and product sessions at events

Skills

Sales experience

Communication skills

Interpersonal skills

Territory management

Independent work

Travel up to 20%

Education

Bachelor's degree in Business, Finance or equivalent

Tools

CRM systems

Contact management tools

Office automation tools

Job description

TruStage is seeking an Account Specialist to execute territory strategies for broker-dealers distributing TruStage Annuities. You will acquire, optimize, and retain business, support wholesalers, and develop strategic plans with investment advisors and external broker dealers.

The role emphasizes consultative selling, field support, and collaboration across marketing, home office, and service teams. A Bachelor's in Business/Finance and FINRA licenses are required, with travel up to 20%.