TruStage · 2 days ago
Account Executive, Regions (ME/NH/VT)
New Hampshire, United States
Full-time
Hybrid
Senior Level
$78K/yr - $129K/yr
5+ years expTruStage is on a mission to make a brighter financial future accessible to everyone. The Account Executive will serve as the key contact for assigned credit unions, enhancing relationships to develop growth, retention, and cross-sell opportunities while leveraging TruStage's products and services.
Financial Services
Responsibilities
Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship with assigned credit unions as measured through new sales, retention, account growth, and increased product penetration, in addition to non-financial metrics
Gather detailed information about accounts, analyze and prioritize information resulting in the development of sales strategies that ensure profit and growth objectives are achieved within assigned accounts
Lead a cross-discipline sales account team, utilize consultative selling techniques, and leverage knowledge of all TruStage products, to propose products and services that support the strategic plan of the assigned credit union; strive for profitable growth for TruStage in the process
Lead cross-discipline sales account teams to establish, implement, and monitor a service level agreement with assigned credit union customers; consistently deliver to the service level
Manage performance-to-sales plan and territory plans using metrics and scorecards to measure productivity, sales discipline, quality and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by development of growth, retention and rehabilitation plans and termination of activity where warranted
Develop and deliver proposals; forecast and report on sales activity
Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned credit unions; ensure use of the established sales management system on an ongoing basis
Effectively utilize and incorporate information gleaned from loss of business in future work with same as well as other accounts
Develop and maintain an understanding of diverse financial services markets, with capability to position and sell products of TruStage in new markets
Continue to develop sales, business and leadership competencies. Continue to research, explore and learn how TruStage products and services can be used to solve credit union needs
Adhere to all sales and support processes that TruStage has determined as essential for distribution success
Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity
Qualification
Required
Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience
Minimum of 5 years of successful sales experience, preferably within the financial services industry
Strong sales aptitude and proven track record of success
Demonstrated knowledge of TruStage products and services, with in-depth understanding of the customers, business, industry, and market preferred
Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills
Ability to comprehend and follow complex processes, with aptitude for continuous improvement
Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills
Demonstrated ability to integrate computer technology into sales processes
Demonstrated strong collaboration and teamwork abilities
Demonstrated ability to effectively build business relationships with internal and external clients
Proven experience in developing strategies which will improve competitive position
Demonstrated ability to deliver effective presentations
Life and Health Insurance License and P&C License (both resident and non-resident immediately upon or 90 days after employment)
Up to 75% travel required
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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