Regional Vice President (Annuities) - Credit Union Channel

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose: 
 

This position is to direct the sales activities for TruStage manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory.  The objective of this role is annuity deposit growth (AUM), a principal TruStage objective.  This position leads the sales activities and efforts of F2F distribution primarily through registered representatives within the Credit Union channel.

This is a focused, business-building position.  Success is accomplished through developing and expanding advisor relationships, providing outstanding investment sales training & assistance, and executing product sales programs and strategies.

****Territory of coverage would be the following states:(IN,KY,TN,VA,NC,SC,GA,AL and FL.) Florida and Atlanta are ideal locations, but if you are near a large hub for travel in the above states and meet the job requirements, please feel free to apply. Must live in the territory of coverage.

Job Responsibilities: 

• Develop new business and maintain existing business relationships by conducting proactive sales activities (F2F & Virtual).
• Provide current producing advisers with up-to-date information on TruStage Annuity products and timely business building sales ideas.
• Reach out to prospective advisers within designated territory to grow TruStage's Annuity deposits and market share.
• Manage a business in partnership with a Regional Sales Associate (Internal wholesaler)
• Participate in TruStage and CBSI meetings, conferences and events.
• Stay current on all TruStage Annuity products, as well as economic and market conditions pertinent to the sales of annuity and investment products.
• Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities and business promotion through F2F meetings, webinars, and outbound calls.
• Support advisor sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale).
• Manage resources provided by TruStage including the territory marketing and T&E budget.
• This role will be accountable for:
• Territory Sales Goals
• Year over year territory growth
• Face-to-Face & virtual appointments and other proactive sales activities
• Seminars

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Must reside in the assigned territory.
• Bachelor's Degree in Business or Marketing or 4+ years of related industry experience.
• 3-5+ years of prior investment products wholesaling experience.
• Retail F2F experience selling similar investment products in an institutional setting.
• Knowledge of wholesaling within the credit union/bank channel space is preferred
• FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required.  Life, and Variable Licenses required or ability to acquire all licenses within 90 days of start date.
• Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)
• Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
• Strong oral and written communication skills
• Exercise sound judgment and solid decision making for allocating company resources for business development
• Strong territory management and organizational skills. Highly motivated to work independently and under pressure.
• Willingness and ability to travel 75 - 95% of the time over a large geographic territory.

Preferred Skillsets:

• Experience with engaging Credit Union Advisors within the Annuity wholesale space or other products.
• Held a Hybrid/RVP role dedicated to Annuity distribution inside the Credit Union Channel.
• Has worked with advisors/branches/leadership within financial institutions for sales, sales training, CU events and workshops.

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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.