[Hiring] Regional Vice President @TruStage

Role Description

This position directs sales activities for TruStage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face-to-face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels.

This is a focused business building position that succeeds through:

• Expanding advisor relationships
• Delivering high quality investment sales training and guidance
• Executing effective product sales programs and strategies

The role also incorporates consultative responsibilities including:

• Analyzing business needs
• Identifying opportunities
• Gathering data
• Recommending solutions to improve advisor effectiveness and overall territory performance

Responsibilities

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

Requirements

• Must reside within the assigned territory.
• 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

• Base Salary Range: $58,700.00 - $97,900.00
• Annual incentive (bonus) plan eligibility.
• Medical, dental, and vision insurance.
• Employee assistance program.
• Life insurance and disability plans.
• Parental leave and paid time off.
• 401k and tuition reimbursement.
• Flexible workplace that allows for work-life balance and career growth.