Sales Manager – Advisors

TruStage

Sales Manager coaching and leading advisor teams while managing sales and recruiting targets at TruStage in financial services. Fostering growth and development within lower Michigan, Northern Ohio, Northern Indiana, and Minneapolis.

Posted 4/28/2026full-timeGrand Rapids • Minnesota, Missouri, Ohio • 🇺🇸 United StatesSeniorLead💰 $82,500 - $137,500 per yearWebsite

About the role

Key responsibilities & impact

Manage overall Advisor Team productivity to sales and territory plans
Coach advisors on developing relationships within the credit union program
Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives
Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures
Provide consultative and strategic services within territory
District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams
Assist credit unions with hiring external coordinators as needed
Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors
Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices
Promote adherence to all sales and support processes by conducting sales process reviews
Serve as program expert as it relates to our platform, B/D operations, compliance and support services
In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff
Support all Advisors in consistently applying Broker/Dealer technology and defined processes
Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity

Requirements

What you’ll need

7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred)
3-5 years leadership experience
Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen
Flexibility of travel to 75%
Strong track record of integrity and results in across the industry
FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required
Well-connected across the industry with leaders, advisors, partners, consultants etc.

Benefits

Comp & perks

medical
dental
vision
employee assistance program
life insurance
disability plans
parental leave
paid time off
401k
tuition reimbursement
annual incentive (bonus) plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial servicessales managementconsultative servicestrainingcomplianceBroker/Dealer technologysales process reviewsrelationship managementterritory managementrecruiting

Soft Skills

leadershipcommunicationpresentationcollaborationpersuasionstrategy executionemployee engagementrelationship buildingculture developmentteam building

Certifications

FINRA Securities Industry Essentials ExaminationSeries 7Series 63Series 65Series 66Series 24life insurance licensehealth insurance licensevariable insurance license