TruStage · 3 days ago
Director, Divisional Sales - Annuities (West)
Los Angeles, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$116K/yr - $194K/yr
8+ years expTruStage is on a mission to make a brighter financial future accessible to everyone. The Director of Divisional Sales for Annuities will lead a team of wholesalers to direct sales activities for TruStage manufactured Annuity products, focusing on annuity deposit growth and ensuring efficient wholesaling team operations.
Financial Services
Responsibilities
Works independently, directs external wholesaling sales activities within a defined geographic or product area supporting Independent Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks
Develops and recommends sales plans and budgets for their assigned division. Successfully executes on the agreed upon plans
Manages associates who provide external wholesaling services and support to a specific region
Assists external wholesaling sales staff with increasing sales by developing and maintaining strong relationships within assigned region
Identifies training needs and develops and/or delivers training programs
This role will hold wholesaling staff accountable for:
Territory Sales Goals
Year over year territory growth
Face-to-Face appointments and other proactive sales activities
Full people management responsibilities including performance management, training and development
Qualification
Required
Minimum of 8+ years of wholesaling industry experience
Four (4) years management or supervisor experience including defining performance objectives and/or metrics, coaching, developing, training and managing the performance of team members
Demonstrated knowledge and ability to lead sales support and planning activities and appropriate applications within the context of needs based sales process
Demonstrated ability to achieve positive results through influence, leadership, coaching and facilitation with proven success in building and maintaining effective relationships with employees and customers (internal and external)
Retail F2F experience selling similar investment products in an institutional setting
Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process
Strong territory management and organizational skills
Strong oral and written communication skills
Sound judgment and solid decision making for allocating company resources for business development
Highly motivated to work independently and under pressure
FINRA Securities Industry Essentials Examination; FINRA Series 24 or 26, 6 and 63 registrations required within 60 days of hire
Life and Variable Licenses required
Willingness and ability to travel 75% + of the time over a large geographic territory
Preferred
Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
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