Annuities Internal Wholesaler - (S. CA/S.NV territory)

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 and financial services 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 is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external broker dealers.  Develop and implement strategic plans for business development with investment advisors and help manage the relationship with key managers with external broker dealers.

Employ consultative selling approach to support retail sales activities including increasing sales and market share objectives within an assigned geographic region.  This role will help manage day to day activities of designated wholesaler(s); these include setting appointments, developing sales plans, providing marketplace feedback and assisting in the building of market strategies.  Utilizes appropriate judgment to allocate financial resources from the assigned territory’s business development budget and acts as a catalyst to drive sales growth, build market share and meet necessary sales and asset targets for the TruStage Annuity products. This role will be based outside of the Madison office location.

Account Specialist - Possesses detailed knowledge and/or skill on a specific subject or activity relating to financial industry and TruStage Annuity product wholesaling.  Their talents are devoted to a specific business focus, and they can provide guidance, mentorship, technical leadership and training to the team when appropriate.  Develops and implements solutions that align with key business strategies and initiatives. Provide public speaking support within various territories. Conducts territory reviews with National Accounts and Broker Dealer relationships. Able to conduct F2F meetings on their own within their territory as needed. Will work to obtain additional industry related licenses, certificates and/or designations.

Territory of coverage is Southern California and Southern Nevada, but the role is remote and we would look at those in the Pacific Time Zone, for this role.

Job Responsibilities:

• This is a focused, business-building position whose accountabilities will be accomplished through developing and expanding advisor relationships, educating, assisting and executing product sales programs and strategies via virtual and face to face channels.

• Continuously build, maintain and enhance positive business relationships within investment advisors offering CM Annuity products, serving as a resource for sales support for an assigned distribution channel and/or territory.  Provide outbound support, including advising on the availability and appropriate use of CM Annuity products, literature and sales tools.  Help develop and share ideas with investment advisors that increases sales; educate advisors on new product releases and enhancements; communicate economic and industry data relevant to the use of products; help develop recognition programs and ensure their effective administration.  Document field contact through established contact management tools, utilizing contact data to enhance the level of field support and improve decision-making.

• Provide support, including answering product questions; following up on requests for information and proposals; support product education; and providing timely responses to problems encountered in the field. Serve as a troubleshooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution. 

• As needed, provide marketing support for advisors through periodic participation in field schools, training meetings, and sales conventions. Help design and deliver product sessions and marketing presentations; participate in product marketing booths at conventions or trade shows; and demonstrate product sales tools and conce