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

CUNA Mutual Group; Phoenix (AZ); Remote; USD 42,000 - 71,000; Full time

Job summary

A leading company is seeking a motivated individual to drive sales of Annuity products within the Credit Union channel. This remote role requires strong communication skills and the ability to build relationships with investment advisors. The ideal candidate will have a background in sales or marketing, with a Bachelor's degree and relevant licenses. Join a team that values flexibility and offers a comprehensive benefits package, including medical, dental, and retirement assistance.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Tuition Reimbursement

Paid Time Off

Qualifications

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

Responsibilities

• Grow sales of TruStage manufactured Annuity products.
• Build and maintain positive business relationships with investment advisors.
• Provide outbound and inbound telephone support.

Skills

Communication

Relationship Building

Sales Strategy

Education

Bachelor's degree in Business

Tools

Contact Management Tools

Job description

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 is responsible to grow the sales of the TruStage manufactured Annuity products (MEMBERS Annuities) within an assigned geographic territory. Work closely with external wholesalers to enhance their efforts of F2F product distribution through registered representatives within the Credit Union channel. Develop and implement strategic plans for business development with registered representatives and help manage the relationship with key managers and centers of influence within the Credit Union channel.

Employ consultative selling approach to support retail sales activities including increasing sales and market share objectives within an assigned geographic region. This role will help manage day to day activities of a designated RVP; these include setting appointments, developing sales plans, providing marketplace feedback and assisting in the building of market strategies. Utilizes appropriate judgment to allocate financial resources from the assigned territory's business development budget and acts as a catalyst to drive sales growth, build market share and meet necessary sales and asset targets for the TruStage manufactured Annuity products.

• While the role is remote, due to travel, preferred locations would be in Central / Mountain Time Zones and close to a major hub. Phoenix, AZ would be the most ideal location.

Job Responsibilities :

• Continuously build, maintain and enhance positive business relationships with investment advisors offering MEMBERS Annuities products, serving as a resource for sales support for an assigned distribution channel and / or territory. Provide outbound telephone support; including advising on the availability and appropriate use of MEMBERS Annuities products, literature and sales tools. Help develop and share ideas with investment advisors that increases sales; train on new product releases and enhancements; communicate economic and industry data relevant to the use of products; help develop recognition programs and ensure their effective administration. Document field contact through established contact management tools, utilizing contact data to enhance the level of field support and improve decision-making.
• Provide inbound telephone support, including answering product questions; following up on requests for information and proposals; delivering training; and providing timely responses to problems encountered in the field. Serve as a troubleshooter and problem solver for reps on product and process issues and maintain a strong knowledge of available corporate resources, referring reps to appropriate areas as necessary to ensure problem resolution.
• As needed, provide marketing support for reps through periodic participation in field schools, training meetings, and sales conventions. Help design and deliver product training sessions and marketing presentations; participate in product marketing booths at conventions or trade shows; and demonstrate product sales tools and concepts at meetings. Develop strong relationships with field management, home office service, marketing, and investment advisory staff, as well as employees from various business areas, working to ensure effective communication between all parties.
• Provide proactive sales and marketing support to one or more Regional Vice Presidents and / or product marketers. This support includes partnering in the development and execution of marketing plans; allocating funding for business development programs; providing sales strategies; implementing sales call procedures; and developing training plans and recognition campaigns for face-to-face representatives. Follow up on requests for information from product managers or marketers and analyze internal business information; industry and economic data; and competitive information, utilizing that data to provide effective marketing support. In conjunction with the sales directors and product marketers, provide marketing support for project efforts, including development of new products or product enhancements, related training material revisions and product promotional efforts, and introduction campaigns.
• Maintain and build strong product knowledge, including any related economic, industry and competitor's information. Build and maintain strong knowledge of the entire MEMBERS Annuities product portfolio. Maintain a solid understanding of back office processes for the investment advisor, broker / dealer operations, and the service areas, as well as a working knowledge of associated vendor relationships.

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.

• Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.
• 3-5 years of sales, marketing or customer service experience.
• Strong knowledge of investment and / or insurance products.
• Life and Variable insurance licenses and FINRA Securities Industry Essentials Examination, Series 6 and 63 required or obtained within 90 days of hire.
• Strong oral and written communication skills.
• Exercise sound judgment and solid decision making for allocating company resources for business development.
• Highly motivated and able to work independently and perform under pressure.
• Ability and desire to spend significant portion of job developing relationships over the phone.
• Excellent interpersonal skills and ability to work in a team environment.
• Working knowledge of office automation tools; experience with contact management tools a plus.
• Sales experience in the financial services industry and / or experience dealing with field representatives preferred.
• Ability to travel up to 40%.

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 :

42,200.00 - $70,400.00

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.

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