Annuity Sales Consultant - Internal Wholesaler - Remote

Overview

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.

In Short

• Responsible for executing account and territory strategies for assigned broker dealers distributing CUNA Mutual Annuities.
• Provide strategic support to wholesalers to enhance their efforts of F2F product distribution.
• Develop and implement strategic plans for business development with investment advisors.
• Manage day-to-day activities of designated wholesalers, including setting appointments and developing sales plans.
• Utilize judgment to allocate financial resources from the business development budget.
• Build and maintain positive business relationships with investment advisors.
• Document field contact through established contact management tools.
• Provide marketing support for advisors through participation in field schools and training meetings.
• Develop strong relationships with field management and investment advisory staff.
• Maintain and build strong product knowledge of CM Annuities.

Requirements

• Bachelor's degree in Business, Finance or equivalent experience.
• 3-5 years of sales, marketing or customer service experience in the financial industry.
• Strong knowledge of investment and/or insurance products.
• Demonstrated sales & marketing knowledge of annuities and variable products.
• FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required.
• Strong oral and written communication skills.
• Highly motivated and able to work independently.
• Excellent interpersonal skills and ability to work in a team environment.
• Working knowledge of office automation tools.
• Ability to travel up to 30%.

Benefits

• Flexible workplace that allows for work-life balance.
• Annual incentive (bonus) plan eligibility.
• Medical, dental, and vision benefits.
• Life insurance and disability plans.
• Parental leave and paid time off.
• 401k and tuition reimbursement.
• Support for hybrid working arrangements.
• Commitment to diversity and inclusion.
• Opportunities for career growth.
• Access to employee assistance programs.