Annuity Relationship Manager Operations (Central Time Zone)

TruStage•Madison, WI

1d•$93,100 - $139,700•Hybrid

About The Position

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: This position is responsible for supporting their assigned business unit’s Sales VP regarding key business initiatives, along with management of overall business operations. In addition, the position provides high-level executive support to their assigned business unit and works with the sales leadership team of the business unit with planning, developing, and execution of key business initiatives. This role leads special cross-functional projects, some of which are extensive and significant.

Requirements

Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
7 or more years of sales management/supervisory experience, preferably in the insurance or financial services industry.
Experience developing, leading and managing across multiple business areas such as sales operations, sales processes, business planning, and management/business reporting.
Possesses and maintains in-depth business knowledge of TruStage products and services
Proven success and experience in collaborating and influencing multiple functions and groups to achieve desired sales/financial goals.
Proven ability to effectively communicate through demonstrated written and verbal skills; ability to communicate on behalf of senior management.
Proven ability to prioritize, lead, and manage multiple projects and tasks to successful completion; strong project management experience required.
Strong organizational and analytical skills, strong business acumen required.
Strong time-management, planning and problem-solving skills.
Experience in Microsoft Office suite, spreadsheets, graphic software, and Internet/Intranet applications.

Nice To Haves

5+ years of relevant experience at a Life/Annuity carrier.
Knowledge of DTCC, iPipeline (Affirm), AnnuityNet (AN4/ANW), Firelight.
Strong understanding of RILA, Fixed Indexed, Fixed, and Variable Annuity products.
Knowledge of local/state/NAIC licensing requirements
Salesforce/CRM knowledge
Ability to travel 10%-20%.
Existing Relationships with large IBD and Bank B/D's is a plus.

Responsibilities

Support overall business operations of the assigned unit/segment.
Lead special cross-functional projects and assignments as directed; some of these are far-reaching and significant in terms of resources and impact.
Engage the sales management team of their assigned unit regarding key business initiatives; makes appropriate recommendations and takes necessary steps in order to achieve successful business results.
Provide high-level executive business support to the Sales VP of their unit in areas such as communication, business reporting, sales planning, budget development and expense management, development and execution of meetings and events, and assistance with other business needs as deemed necessary.
Continually review, develop and implement process improvements to effectively and efficiently meet the support needs of the business unit; ensures current and future sales support needs are being met.
Ensure and provide validation of effective utilization of internal processes, programs and systems in support of the overall unit's business needs; oversees the unit's reporting process.
Perform aggregation of budget and expense performance against plan.
Develop close working relationships with other members of the sales management team in successful attainment of business goals and objectives.
Stay abreast of existing and emerging corporate information technologies and systems to assess their impact on the business needs of the unit.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.