TruStage

Director, Divisional Sales – Annuities

TruStage

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Arizona • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $116,300 - $193,800 per year

Job Level

Lead

About the role

  • 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.

Requirements

  • 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.
  • Industry designations preferred (CPA, CFA, ChFC, CLU, etc.).
  • Willingness and ability to travel 75% + of the time over a large geographic territory.
Benefits
  • Medical
  • Dental
  • Vision
  • Employee assistance program
  • Life insurance
  • Disability plans
  • Parental leave
  • Paid time off
  • 401k
  • Tuition reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wholesaling industry experiencesales planningperformance managementcoachingtraining developmentterritory managementsales & marketing knowledgeinvestment solutionsneeds-based sales processF2F sales experience
Soft Skills
leadershiprelationship buildingcommunication skillsorganizational skillsdecision makinginfluencemotivationindependenceaccountabilityjudgment
Certifications
FINRA Securities Industry Essentials ExaminationFINRA Series 24FINRA Series 26FINRA Series 6FINRA Series 63Life LicenseVariable LicenseCPACFAChFC