Regional Vice President – Annuities

Role Overview

• 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