Strategic Annuity Sales Consultant

CMFG Life Insurance Company; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

TruStage seeks an Internal Wholesaler/Account Specialist to drive growth across broker-dealer channels in Central and Eastern states. The role focuses on acquiring, optimizing and retaining TruStage Annuities through strategic territory plans and hands-on field engagement.

You will support wholesalers, conduct F2F meetings, provide product training, and collaborate with advisory staff to increase market share. Remote or field-based work preferred; based outside Madison.

Qualifications

• Experience building and managing broker-dealer relationships.
• Proven ability to develop sales plans and strategies.
• Strong communication and presentation skills.

Responsibilities

• Develop and execute sales programs via phone, virtual, and in-person meetings.
• Maintain advisor relationships and provide field sales support.
• Advise on products, literature, and sales tools; share market data.
• Educate advisors on product releases and enhancements.
• Document field activity and use CRM to guide decisions.
• Support marketing through field schools and conventions.
• Collaborate with field management, marketing, and home office teams.
• Assist Regional VPs with proactive sales and market expansion.

Skills

Account management

Sales strategy

Territory planning

Relationship building

Public speaking

Job description

TruStage seeks an Internal Wholesaler/Account Specialist to drive growth across broker-dealer channels in Central and Eastern states. The role focuses on acquiring, optimizing and retaining TruStage Annuities through strategic territory plans and hands-on field engagement.

You will support wholesalers, conduct F2F meetings, provide product training, and collaborate with advisory staff to increase market share. Remote or field-based work preferred; based outside Madison.