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