Regional Sales Associate - Annuities - (Remote in Central/Mountain) - Credit Union Channel

TruStage; Des Moines (IA); Remote; USD 42,000 - 71,000; Full time

Job summary

Join a forward-thinking company as a Regional Sales Associate, where you'll play a pivotal role in enhancing the distribution of innovative annuity products. This exciting remote position allows you to work closely with investment advisors, providing essential support and training while developing strategic business plans. With a focus on diversity and inclusion, you’ll be part of a team that shapes the future of financial services. Enjoy a competitive salary, comprehensive benefits, and the opportunity to make a significant impact in the financial industry.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Tuition Reimbursement

Flexible Work Arrangements

Qualifications

• 3-5 years of sales, marketing, or customer service experience.
• Life and Variable insurance licenses required within 90 days of hire.

Responsibilities

• Build and maintain relationships with investment advisors.
• Support marketing efforts through field events and training sessions.
• Develop and execute marketing and sales strategies.

Skills

Sales Support

Communication Skills

Interpersonal Skills

Decision-Making Skills

Knowledge of Investment Products

Knowledge of Insurance Products

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Job description

Regional Sales Associate - Annuities - (Remote in Central/Mountain) - Credit Union Channel

Join to apply for the Regional Sales Associate - Annuities - (Remote in Central/Mountain) - Credit Union Channel role at TruStage.

Overview

At TruStage, we’re committed to making a brighter financial future accessible to everyone. We prioritize diversity, inclusion, and innovation in insurance, investment, and technology solutions. We invite you to help us shape the future of financial services.

Job Purpose

This position aims to grow sales of the TruStage manufactured Annuity products (MEMBERS Annuities) within an assigned geographic territory. The role involves working closely with external wholesalers to enhance product distribution through registered representatives within the Credit Union channel. You will develop and implement strategic business development plans, manage relationships with key stakeholders, and employ a consultative selling approach to increase sales and market share.

Location

While this role is remote, preferred locations are within the Central/Mountain Time Zones, ideally near a major hub such as Phoenix, AZ, due to travel requirements.

Key Responsibilities

• Build and maintain positive relationships with investment advisors, providing sales support, training, and marketplace feedback.
• Provide inbound and outbound support, addressing product inquiries, training needs, and resolving issues.
• Support marketing efforts through participation in field events, developing training sessions, and representing the company at trade shows.
• Partner with Regional Vice Presidents and product marketers to develop and execute marketing and sales strategies.
• Maintain comprehensive product knowledge and stay informed about industry trends and competitors.

Minimum Requirements

• Bachelor's degree in Business, Finance, or equivalent professional experience.
• 3-5 years of sales, marketing, or customer service experience.
• Knowledge of investment and insurance products.
• Life and Variable insurance licenses and FINRA securities licenses (Series 6 and 63) required or obtained within 90 days of hire.
• Excellent communication, interpersonal, and decision-making skills.
• Ability to travel up to 40%.

Compensation and Benefits

Base salary ranges from $42,200 to $70,400, with potential for bonuses. Benefits include medical, dental, vision, life insurance, disability, 401(k), paid time off, tuition reimbursement, and flexible work arrangements.

Additional Information

If you need accommodations during the application or interview process, please contact our accessibility department. This is a full-time position in the Sales and Business Development industry, supporting financial services, insurance, and investment management sectors.