Annuity Sales Consultant - Internal Wholesaler

About the role

This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization, and retention of business. You will provide strategic support to wholesalers to enhance their efforts of face-to-face product distribution through affiliated representatives and external broker dealers. Develop and implement strategic plans for business development with investment advisors and help manage relationships with key managers at external broker dealers.

Employ a consultative selling approach to support retail sales activities, including increasing sales and market share objectives within an assigned geographic region. This role will help manage day-to-day activities of designated wholesaler(s), including setting appointments, developing sales plans, providing marketplace feedback, and assisting in building market strategies. Utilize appropriate judgment to allocate financial resources from the assigned territory’s business development budget and act as a catalyst to drive sales growth, build market share, and meet sales and asset targets for TruStage Annuity products.

Responsibilities

• Build, maintain, and enhance positive business relationships with investment advisors offering TruStage Annuity products, serving as a resource for sales support within an assigned distribution channel and/or territory.
• Provide outbound support, including advising on the availability and appropriate use of TruStage Annuity products, literature, and sales tools.
• Develop and share ideas with investment advisors to increase sales; educate advisors on new product releases and enhancements; communicate economic and industry data relevant to product use; help develop recognition programs and ensure their effective administration.
• Document field contact through established contact management tools, utilizing contact data to enhance field support and improve decision-making.
• Provide support by answering product questions, following up on requests for information and proposals, supporting product education, and providing timely responses to problems encountered in the field.
• Serve as a troubleshooter and problem solver for advisors on product and process issues; maintain strong knowledge of available corporate resources and refer advisors to appropriate areas for problem resolution.
• Provide marketing support for advisors through participation in field schools, training meetings, and sales conventions; help design and deliver product sessions and marketing presentations; participate in product marketing booths at conventions or trade shows.
• Develop strong relationships with field management, home office service, marketing, and investment advisory staff, as well as employees from various business areas, to ensure effective communication.
• Provide proactive sales and marketing support to Regional Vice Presidents, Wholesalers, and/or product marketers, including partnering in the development and execution of marketing plans, allocating funding for business development programs, and implementing sales strategies.
• Analyze internal business information, industry and economic data, and competitive information to provide effective marketing support.
• Provide marketing support for project efforts, including development of new products or enhancements, training material revisions, and product promotional efforts.
• Maintain and build strong product knowledge, including economic, industry, and competitor information, as well as a solid understanding of the TruStage Annuities product portfolio.
• Maintain a working knowledge of back-office processes for investment advisors, broker/dealer operations, and service areas, including associated vendor relationships.

Requirements

• Bachelor’s degree in Business, Finance, or equivalent work experience.
• 3-5 years of sales, marketing, or customer service experience in the financial industry.
• Strong knowledge of investment and/or insurance products.
• Demonstrated sales and marketing knowledge of annuities and variable products, and their appropriate applications within a needs-based sales process.
• FINRA Securities Industry Essentials Examination, Series 6 or 7, and 63 licenses required. Life and Variable Licenses required.
• Industry designations (e.g., CPA, CFA, ChFC, CLU) a plus.
• Strong oral and written communication skills; capable of presenting technical product knowledge with professional phone and face-to-face skills.
• Exercise sound judgment and solid decision-making for allocating company resources for business development.
• Highly motivated, able to work independently, and perform under pressure; proven ability to grow a sales territory.
• Ability and desire to develop relationships virtually and over the phone.
• Excellent interpersonal skills and ability to work in a team environment.
• Strong territory management, independence, and organizational skills.
• Working knowledge of office automation tools; experience with contact management tools a plus.
• Ability to travel up to 30%.

Pay

Base Salary Range: $69,095.00 – $120,916.00. Your position may also be eligible for an annual incentive (bonus) plan.

Benefits

• Medical, dental, and vision insurance.
• Employee assistance program.
• Life insurance and disability plans.
• Parental leave and paid time off.
• 401k retirement plan.
• Tuition reimbursement.
• Flexible workplace options, including hybrid working arrangements.