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

TruStage; Houston (TX); Remote; USD 42,000 - 71,000; Full time

Job summary

An established industry player is seeking a Regional Sales Associate to enhance the distribution of innovative Annuity products. This role emphasizes relationship-building with investment advisors and requires a proactive approach to sales and marketing strategies. You will collaborate with external wholesalers to drive product distribution while also engaging in training and support initiatives. The position offers a competitive salary and benefits, including health insurance and flexible work arrangements, making it an attractive opportunity for motivated sales professionals looking to make an impact.

Benefits

Health Insurance

401(k)

Paid Time Off

Tuition Reimbursement

Flexible Work Arrangements

Qualifications

• 3-5 years of experience in sales, marketing, or customer service.
• Knowledge of investment and insurance products required.

Responsibilities

• Build and maintain relationships with investment advisors.
• Provide sales support and training on Annuities products.
• Assist in marketing efforts and support product launches.

Skills

Sales Skills

Communication Skills

Customer Service

Marketing Skills

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.

About TruStage

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We prioritize diversity and inclusion, and develop innovative insurance, investment, and technology solutions. We encourage you to share your ideas and skills to help others take control of their financial future.

Job Purpose

This role focuses on growing sales of TruStage’s manufactured Annuity products (MEMBERS Annuities) within a designated geographic area. You will collaborate with external wholesalers to boost face-to-face product distribution through registered representatives in the Credit Union channel. The role involves developing strategic business plans, managing relationships, and employing consultative selling to meet sales and market share objectives.

Location

While remote, preferred locations are in Central/Mountain Time Zones, ideally near a major hub like Phoenix, AZ, due to travel requirements.

Key Responsibilities

• Build and maintain strong business relationships with investment advisors, providing sales support and training on MEMBERS Annuities products.
• Support inbound inquiries, troubleshoot issues, and serve as a resource for product and process questions.
• Assist in marketing efforts, including participation in field events and training sessions, and support product launches and promotional campaigns.
• Provide proactive sales and marketing support to Regional Vice Presidents and product marketers, including developing marketing plans and sales strategies.
• Maintain comprehensive product knowledge and stay informed on industry trends and competitor activities.

Minimum Requirements

• Bachelor’s degree in Business, Finance, or equivalent work experience.
• 3-5 years of sales, marketing, or customer service experience.
• Knowledge of investment and/or insurance products; licenses such as Life, Variable insurance, Series 6, and 63 required or to be obtained within 90 days.
• Strong communication, judgment, and decision-making skills.
• Ability to work independently, develop relationships over the phone, and travel up to 40%.

Compensation & Benefits

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

Additional Information

If you require accommodations during the application or interview process, please contact our accessibility department. This is a full-time position in the Sales and Business Development function within the Financial Services, Insurance, and Investment Management industries.