Annuity Sales Consultant – Internal Wholesaler

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

📋 Description

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

• Acquire, optimize, and maintain business relationships.

• Provide strategic support to wholesalers and enhance face-to-face product distribution through affiliated representatives and external broker dealers.

• Create and execute business development plans with investment advisors.

• Manage relationships with key managers at external broker dealers.

• Utilize a consultative selling approach to boost sales and market share within a designated geographic area.

• Oversee daily activities of assigned wholesalers, including appointment setting, sales plan development, marketplace feedback, and market strategy formulation.

• Allocate financial resources from the territory business development budget.

• Drive sales growth, expand market share, and achieve sales and asset goals.

• Build and maintain relationships with investment advisors while providing sales support.

• Offer guidance on TruStage Annuity products, literature, and sales tools.

• Educate advisors on new product offerings and enhancements.

• Communicate pertinent economic and industry information.

• Document field interactions using contact management systems.

• Address product inquiries and follow up on requests for information and proposals.

• Support product education initiatives and resolve product and process-related issues.

• Participate in field schools, training sessions, sales conventions, trade shows, and marketing presentations as required.

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

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

• Assist with new product and product enhancement initiatives, training updates, and promotional campaigns.

• Maintain a strong understanding of TruStage's annuity portfolio, investment advisor and broker/dealer operations, back-office processes, and vendor relationships.

⛳️ 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.

• In-depth knowledge of investment and/or insurance products.

• Proven expertise in sales and marketing of annuities and variable products, along with their suitable applications in a needs-based sales process.

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

• Life and Variable Licenses are mandatory.

• Excellent oral and written communication skills.

• Ability to present technical product knowledge professionally over the phone and in person.

• Sound judgment and strong decision-making skills in allocating company resources for business development.

• Capacity to work independently and perform well under pressure.

• Proven track record of expanding a sales territory.

• Willingness and ability to develop relationships virtually and via phone.

• Exceptional interpersonal skills and a collaborative spirit.

• Strong territory management, independence, and organizational abilities.

• Proficient with office automation tools.

• Willingness to travel up to 30%.

• Resume submission is required to apply.

🏝️ Benefits

• Annual incentive (bonus) plan may be offered.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee assistance program.

• Life insurance.

• Disability plans.

• Parental leave.

• Paid time off.

• 401(k) retirement plan.

• Tuition reimbursement.

• Flexible workplace and work-life balance.

• Opportunities for career advancement.

• Retirement assistance.

• Option for flexible working location.

• Technology and other tools to support hybrid work environments.

• Accommodations available during the application or interview process.