Regional Vice President – Annuities
TruStage
full-time
Posted on:
Location Type: Remote
Location: Iowa • Kansas • United States
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Salary
💰 $58,700 - $97,900 per year
Job Level
About the role
- Develop new business and maintain existing advisor relationships by conducting proactive face to face and virtual sales activities
- Provide producing advisers with current information on TruStage annuity products as well as timely business building ideas
- Identify and engage prospective advisers within the territory to grow TruStage annuity deposits and increase market share
- Manage day to day business activities in partnership with a Regional Sales Associate and internal sales desk resources
- Participate in TruStage, TWMS and related industry meetings, conferences and events
- Stay current on all TruStage annuity products as well as economic and market conditions that impact annuity and investment product sales
- Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business development acumen through face-to-face meetings, webinars and outbound calls
- Support advisor sales efforts by conducting client seminars and individual point of sale presentations
- Manage TruStage provided resources including territory level marketing and travel and expense budgets
- Perform consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies
- This role is accountable for meeting territory sales goals, achieving year over year growth, maintaining strong levels of face to face and virtual appointments, and executing effective seminar activity
Requirements
- Bachelor’s degree in Business or Marketing or equivalent experience
- 2+ years of investment product wholesaling experience
- Retail face to face sales experience involving similar investment products in an institutional environment
- Knowledge of wholesaling within the credit union, bank or independent broker dealer channels is preferred; existing relationships in the IBD space are a plus
- FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required
- Life and Variable licenses required or must be obtained within ninety days
- Industry designations such as CPA, CFA, ChFC or CLU are preferred
- Demonstrated knowledge of annuities, variable products and investment solutions, along with expertise applying these solutions within a needs-based sales process
- Strong oral and written communication skills
- Ability to exercise sound judgment and make solid decisions when allocating company resources for business development
- Strong territory management abilities, organizational skills and a high level of motivation to work independently and under pressure
- Willingness and ability to travel 75-90% of the time across 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
investment product wholesalingsales capabilitiesbusiness developmentdata analysisneeds-based sales processterritory managementclient seminarspoint of sale presentationsconsultative activitiesmarket analysis
Soft Skills
communication skillsorganizational skillsjudgmentdecision makingmotivationindependenceability to work under pressurerelationship managementproactive engagementpresentation skills
Certifications
Bachelor's degree in BusinessBachelor's degree in MarketingFINRA Securities Industry Essentials ExaminationSeries 6 licenseSeries 7 licenseSeries 63 licenseLife licenseVariable licenseCPACFA