TruStage

TruStage

πŸ“ Location: USA, United States
employeeEmployees: 1001 - 5000

TruStage, part of CUNA Mutual Group, provides insurance and investment services committed to a more equitable financial future.

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Advisor Manager Specialist - Remote

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4 days ago
πŸ’° 82K-122K USD/year
πŸ›’οΈ Workday
⏰ Full Time
🏠 Remote
🟑 Junior (5 Years)
πŸ’Ό Business Development Jobs
πŸ’° Finance
✍️ Full Description
TruStage is seeking an Advisor Manager Specialist to support Advisor Managers and provide a high-quality advisor experience. The successful candidate will be responsible for executing sales coaching, identifying process improvements, and implementing sales ideas to achieve sales goals.

Requirements

  • Bachelor’s degree in business, finance, marketing or equivalent work experience
  • Minimum of 5 years’ experience in the financial services industry
  • Prior experience working in a broker/dealer environment strongly preferred
  • Previous financial services sales experience preferred with basic knowledge of securities products and sales techniques
  • FINRA Securities Industry Essentials Examination, Series 7 Registration required or ability to obtain within 90 days
  • Series 63/65 or 66 Registrations and Life and Variable license preferred

Benefits

  • Annual incentive (bonus) plan
  • Medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement
πŸ”Ž Search all JobsAll Jobs at TruStage
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