Regional Vice President - S.FL (Annuities)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:  
 

This position will direct the sales activities for our Company manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal Company objective. This position leads the sales activities and efforts of F2F distribution through registered representatives in the independent broker dealer (IBD) and bank/credit union channels. 

 
This is a focused, business-building position. Success is accomplished through developing and expanding advisor relationships, providing outstanding investment sales training & assistance and executing product sales programs and strategies. 

Consultant – provides advice with regards to strategy, management and operations as well as the structure of a business.  They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend solutions, utilizing knowledge of theory, principles or technology of specific discipline or field of specialization. Consults with client to ascertain, define need or problem area plus determine scope of investigation required to obtain solution. Consultants analyze data to define solution and examine alternate methods as well.   

Job 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 

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.