Annuity Sales Consultant – Internal Wholesaler

This is a fully remote position, open to applicants in California.

📋 Description

• Implement account and territory strategies for designated broker dealers distributing TruStage Annuities.

• Acquire, optimize, and retain business effectively.

• Offer strategic assistance to wholesalers to improve face-to-face product distribution.

• Create strategic business-development plans in collaboration with investment advisors.

• Cultivate relationships with key managers at external broker dealers.

• Support retail sales initiatives and enhance sales and market share within a specified geographic area.

• Oversee daily operations of assigned wholesalers, including appointment scheduling and sales plan development.

• Provide market feedback and aid in crafting market strategies.

• Allocate financial resources from the territory business-development budget prudently.

• Build and strengthen advisor relationships through both virtual and in-person channels.

• Educate advisors and support product sales initiatives and strategies.

• Counsel on the appropriate application of annuity products, literature, and sales tools.

• Address product inquiries, follow up on information and proposal requests, and resolve product and process challenges.

• Engage in field schools, training meetings, sales conventions, trade shows, and marketing presentations.

• Collaborate with Regional Vice Presidents, wholesalers, and product marketers on marketing strategies, sales initiatives, and recognition campaigns.

• Analyze internal, industry, economic, and competitive data to provide marketing support.

• Assist with new-product and product-enhancement projects, training material updates, and promotional campaigns.

• Maintain familiarity with TruStage’s annuity portfolio, investment advisor and broker/dealer operations, service areas, and vendor partnerships.

• Document field interactions using contact-management tools.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, or equivalent professional experience.

• 3-5 years of experience in sales, marketing, or customer service within the financial sector.

• Comprehensive knowledge of investment and/or insurance products.

• Proven sales and marketing expertise in annuities and variable products.

• Required FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses.

• Necessary Life and Variable Licenses.

• Professional designations such as CPA, CFA, ChFC, or CLU are advantageous.

• Exceptional oral and written communication abilities.

• Capacity to present intricate product knowledge professionally, both via phone and in person.

• Strong judgment and decision-making capabilities for resource allocation.

• Ability to work autonomously and thrive under pressure.

• Demonstrated success in expanding a sales territory.

• Willingness and aptitude to cultivate relationships virtually and over the phone.

• Excellent interpersonal, teamwork, territory management, independence, and organizational skills.

• Proficient in office automation tools.

• Willingness to travel up to 30% of the time.

• Resume required for application.

🏝️ Benefits

• Potential for an annual incentive (bonus) plan.

• Medical insurance coverage.

• Dental insurance offerings.

• Vision insurance benefits.

• Employee assistance program available.

• Life insurance provisions.

• Disability coverage plans.

• Parental leave benefits.

• Paid time off policy.

• 401(k) retirement plan.

• Tuition reimbursement program.

• Flexible workplace options promoting work-life balance.

• Opportunities for career growth.

• Retirement assistance programs.

• Flexibility to work in a preferred location.

• Technology and other tools to support hybrid working arrangements.