TruStage · 1 day ago
Regional Vice President (Annuities) - Remote in LA / MS / AL
United States
Full-time
Remote
Mid Level
$59K/yr - $98K/yr
3+ years expTruStage is dedicated to making a brighter financial future accessible to everyone. The Regional Vice President (Annuities) will direct sales activities for Annuity products within a designated territory, focusing on annuity deposit growth and expanding advisor relationships through effective sales training and support.
Financial Services
Responsibilities
Develop new business and maintain existing business relationships by conducting proactive sales activities
Provide current producing advisers with up-to-date information on TruStage Annuities products and timely business building sales ideas
Reach out to prospective advisers within designated territory to grow TruStage Annuities deposits and market share
Manage a business in partnership with a remote virtual Regional Sales Associate (RSA) and internal sales desk
Participate in our Company and independent broker dealer meetings, conferences and events
Stay current on all TruStage Annuities products, as well as economic and market conditions pertinent to the sales of annuity and investment products
Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities and business promotion through F2F meetings, webinars, and outbound calls
Support advisor sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale)
Manage resources provided by our Company including the territory marketing and T&E budget
This role will be accountable for: Territory Sales Goals, Year over year territory growth, Face-to-Face appointments and other proactive sales activities
Qualification
Required
Bachelor's Degree in Business or Marketing or 4+ years of equivalent work experience
FINRA Securities Industry Essentials Examination, Series 6 and 63 licenses required. Life, and Variable Licenses required
Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process
Strong oral and written communication skills
Exercise sound judgment and solid decision making for allocating company resources for business development
Strong territory management and organizational skills
Highly motivated to work independently and under pressure
Willingness and ability to travel 75 - 95% of the time over a large geographic territory
Preferred
3-5+ years of prior investment products wholesaling experience
Retail F2F experience selling similar investment products in an institutional setting. Existing relationships in the independent broker dealer (IBD) space is 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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