Director, Divisional Sales - Annuities (West)

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 and financial services 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:
 

The principal purpose of this position is to lead a team of wholesalers to direct the sales activities for TruStage manufactured Annuity products within an assigned geographic territory.  The objective of the sales division is annuity deposit growth (AUM), a principal TruStage objective.  This position will lead the sales activities and efforts of F2F distribution through registered representatives in the independent broker dealer (IBD) and financial institutions channels for a team of 8-12 wholesalers. This position ensures that the wholesaling teams are working efficiently while providing training, sales coaching, frequent field visits and continued performance & skill assessment. Additional responsibilities include:

• Partnering with product and channel marketing to assist with product positioning and training for new product launches/enhancements
• Leading and facilitating wholesaling and team meetings
• Managing the sales activities and providing leadership, training, and guidance to the external wholesaling team
• Developing and implementing strategic sales plans to accommodate product sales goals
• Representing TruStage at national, regional, and industry-related meetings and conferences
• Accountability in fulfilling compliance requirements for the organization; monitor compliance issues to state and federal regulations

****Must live in the territory and ideal location is near a large hub for travel.

Job Responsibilities:
 

• Works independently, directs external wholesaling sales activities within a defined geographic or product area supporting Independent Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks.
• Develops and recommends sales plans and budgets for their assigned division.  Successfully executes on the agreed upon plans.
• Manages associates who provide external wholesaling services and support to a specific region.
• Assists external wholesaling sales staff with increasing sales by developing and maintaining strong relationships within assigned region.
• Identifies training needs and develops and/or delivers training programs.
• This role will hold wholesaling staff accountable for:
  • Territory Sales Goals
  • Year over year territory growth
  • Face-to-Face appointments and other proactive sales activities
• Full people management responsibilities including performance management, training and development.

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

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
 

• Minimum of 8+ years of wholesaling industry experience.  Four (4) years management or supervisor experience including defining performance objectives and/or metrics, coaching, developing, training and managing the performance of team members.
• Demonstrated knowledge and ability to lead sales support and planning activities and appropriate applications within the context of needs based sales process.
• Demonstrated ability to achieve positive results through influence, leadership, coaching and facilitation with proven success in building and maintaining effective relationships with employees and customers (internal and external).
• Retail F2F experience selling similar investment products in an institutional setting.  Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
• Strong territory management and organizational skills.
• Strong oral and written communication skills.
• Sound judgment and solid decision making for allocating company resources for business development.
• Highly motivated to work independently and under pressure.
• FINRA Securities Industry Essentials Examination; FINRA Series 24 or 26, 6 and 63 registrations required within 60 days of hire.
• Life and Variable Licenses required. Industry designations preferred (CPA, CFA, ChFC, CLU, etc.).
• Willingness and ability to travel 75% + of the time over a large geographic territory.

#LI-EG

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

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

Base Salary Range:

At TruStage, 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.