Trustage

Regional Vice President - Annuities (Texas)

Texas - Remote · Exec

Sponsorship not specified$75k-$90kDetected 41 days ago

AccessibilitySalesBusiness DevelopmentOutbound SalesCommunicationOrganizational SkillsCFA

About the role

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.
The role also incorporates consultative responsibilities including analyzing business needs, identifying opportunities, gathering data, and recommending solutions to improve advisor effectiveness and overall territory performance.

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.
Manage day to day business activities in partnership with a Regional Sales Associate and internal sales desk resources.
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.

Bachelor's degree in Business or Marketing or equivalent experience.
2+ years of investment product wholesaling experience.
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.
Demonstrated knowledge of annuities, variable products and investment solutions, along with expertise applying these solutions within a needs-based sales process.
Ability to exercise sound judgment and make solid decisions when allocating company resources for business development.
Willingness and ability to travel 75-90% of the time across a large geographic territory.
Also include any required licenses and/or designations.
A resume is required to apply.

Knowledge of wholesaling within the credit union, bank or independent broker dealer channels is preferred
existing relationships in the IBD space are a plus.
Industry designations such as CPA, CFA, ChFC or CLU are preferred.

may vary based on the job level, your geographic work location, position incentive plan and exemption status.
In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.
$58,700.00 - $97,900.00

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.

This listing is sourced directly from Trustage's careers page and normalized into a canonical job model.