Regional Annuity Sales Strategist

US001 CMFG Life Insurance Company; Wisconsin; Hybrid; USD 49,000 - 81,000; Full time

Job summary

TruStage is seeking an Internal Wholesaler/Account Specialist to drive growth with broker dealers and investment advisors across multiple territories. You will build relationships, deliver product education, and support field sales through strategic programs and thoughtful communication.

Ideal candidates have a bachelor’s degree in Business or Finance, 2+ years of financial sales experience, and FINRA licensing readiness (Series 6/7 and 63).

Qualifications

• Bachelor's degree in Business or Finance or equivalent experience.
• 2+ years of sales, marketing or customer service in financial industry.
• FINRA Series 6/7 and 63 licenses required (or ability to obtain).
• Life/Variable licenses required or obtainable within 90 days.

Responsibilities

• Develop and expand advisor relationships to grow TruStage Annuity sales.
• Provide product education and sales tools to field teams and brokers.
• Support marketing plans, seminars and conventions with effective materials.

Skills

Sales experience

Marketing knowledge

Communication skills

Self‑motivated

Travel availability

Education

Bachelor's degree in Business/Finance

Tools

CRM tools

Contact management tools

Microsoft Office

Job description

TruStage is seeking an Internal Wholesaler/Account Specialist to drive growth with broker dealers and investment advisors across multiple territories. You will build relationships, deliver product education, and support field sales through strategic programs and thoughtful communication.

Ideal candidates have a bachelor’s degree in Business or Finance, 2+ years of financial sales experience, and FINRA licensing readiness (Series 6/7 and 63).