TruStage

TruStage

📍 Location: Arizona, Phoenix, United States
📍 Location: Colorado, Colorado Springs, United States
📍 Location: Colorado, Denver, United States
📍 Location: Texas, Dallas, United States
📍 Location: Texas, Houston, United States
📍 Location: Iowa, Des Moines, United States
📍 Location: Missouri, Saint Louis, United States
📍 Location: Nevada, Las Vegas, 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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Regional Sales Associate - Annuities - (Remote in Central/Mountain) - Credit Union Channel

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1 week ago
💰 42K-70K USD/year
🛢️ Workday
Full Time
💻 Hybrid
🟡 Junior (3 - 5Years)
💹 Finance Jobs
💰 Sales Jobs
💰 Finance
✍️ Full Description
TruStage is seeking a Regional Sales Associate - Annuities to grow sales of manufactured Annuity products within an assigned geographic territory. The role involves working closely with external wholesalers, developing strategic plans for business development, and providing consultative selling support to retail sales activities.

Requirements

  • Bachelor's degree in Business, Finance, or equivalent trade off in professional work experience
  • 3-5 years of sales, marketing, or customer service experience
  • Strong knowledge of investment and/or insurance products
  • Life and Variable insurance licenses and FINRA Securities Industry Essentials Examination, Series 6 and 63 required or obtained within 90 days of hire
  • Strong oral and written communication skills
  • Exercise sound judgment and solid decision making for allocating company resources for business development
  • Highly motivated and able to work independently and perform under pressure
  • Ability and desire to spend significant portion of job developing relationships over the phone
  • Excellent interpersonal skills and ability to work in a team environment
  • Working knowledge of office automation tools; experience with contact management tools a plus
  • Sales experience in the financial services industry and/or experience dealing with field representatives preferred
  • Ability to travel up to 40%

Benefits

  • Base salary range: $42,200.00 - $70,400.00
  • Annual incentive (bonus) plan
  • Medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement
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