Annuity Sales Consultant – Internal Wholesaler

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

📋 Description

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

• Acquire, optimize, and sustain business

• Offer strategic support to wholesalers for in-person product distribution via affiliated representatives and external broker dealers

• Create and execute business-development plans with investment advisors

• Assist in managing relationships with key managers at external broker dealers

• Utilize consultative selling techniques to enhance sales and market share within a specified geographic area

• Oversee daily wholesaler operations, including scheduling appointments, developing sales plans, gathering marketplace feedback, and formulating market strategies

• Allocate financial resources from the territory business-development budget

• Propel sales growth, market share, and sales and asset objectives for TruStage Annuity products

• Establish, maintain, and strengthen advisor relationships via phone, virtual, and in-person interactions

• Counsel advisors on the availability and proper utilization of TruStage Annuity products, literature, and sales tools

• Inform advisors about new product launches and improvements

• Relay pertinent economic and industry information

• Create recognition programs and ensure their effective management

• Document field interactions using contact-management systems

• Address product inquiries and follow up on information and proposal requests

• Facilitate product education and resolve issues in the field

• Provide marketing assistance through field schools, training sessions, sales conventions, trade shows, and product presentations

• Cultivate relationships with field management, home-office service, marketing, and investment-advisory personnel

• Assist Regional Vice Presidents, wholesalers, and product marketers with marketing strategies, funding distribution, sales tactics, and sales-call protocols

• Analyze internal business, industry, economic, and competitive data to offer marketing support

• Aid in new-product and product-enhancement initiatives, training material updates, promotional activities, and launch campaigns

• Maintain awareness of TruStage's annuity offerings, economic and industry trends, competitors, back-office processes, and vendor partnerships

• Perform other assigned responsibilities

⛳️ Requirements

• Bachelor's degree in Business, Finance, or equivalent professional work experience

• A minimum of 2 years of sales, marketing, or customer service experience in the financial sector

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

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

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

• Life and Variable Licenses are necessary or the ability to obtain all licenses/registrations within 90 days

• Additional industry credentials such as CPA, CFA, ChFC, or CLU are advantageous

• Excellent oral and written communication abilities

• Capability to professionally present technical product knowledge via phone and in person

• Sound judgment and strong decision-making skills for effective allocation of company resources for business development

• Highly driven, capable of working independently and thriving under pressure

• Demonstrated success in expanding a sales territory

• Willingness and ability to dedicate a significant part of the role to building relationships virtually and over the phone

• Outstanding interpersonal skills and the ability to collaborate in a team setting

• Strong territory management, independence, and organizational capabilities

• Familiarity with office automation tools

• Experience with contact management systems is a bonus

• Willingness to travel up to 20%

• Resume submission is required for application

🏝️ Benefits

• Potential availability of an annual incentive (bonus) plan

• Medical insurance

• Dental insurance

• Vision insurance

• Employee assistance program

• Life insurance

• Disability plans

• Parental leave

• Paid time off

• 401(k) plan

• Tuition reimbursement

• Flexible workplace and work-life balance

• Opportunities for career advancement

• Retirement assistance

• Flexibility to work from a preferred location

• Access to technology and tools that support hybrid working

• Accommodations available during the application or interview process