Annuity Sales Consultant- Internal Wholesaler (Central/Eastern)

TruStage•Wisconsin - Remote, WI

3d•$48,800 - $81,300

About The Position

This position is responsible for executing account and territory strategies for assigned broker-dealers distributing TruStage Annuities, including acquiring, optimizing, and retaining business. The consultant provides strategic and proactive sales support to wholesalers, investment advisors, and external broker-dealers to strengthen face-to-face product distribution and grow sales and market share within an assigned region. The role supports day-to-day wholesaler activities such as setting appointments, developing sales plans, sharing marketplace feedback, and building market strategies. It also allocates territory business-development resources and works toward sales and asset targets. The Account Specialist brings detailed knowledge of financial-industry activities and TruStage Annuity product wholesaling, and may provide guidance, mentorship, technical leadership, training, public-speaking support, and territory reviews. The role develops and maintains advisor relationships through phone, virtual, and face-to-face channels; educates advisors on products and sales programs; responds to questions and requests; troubleshoots product and process issues; and coordinates with field management, service, marketing, and other business areas. The consultant may participate in field schools, training meetings, conventions, and trade shows, and may support product launches, enhancements, promotional efforts, and related training materials. The position is based outside the Madison office; Central or Eastern states are preferred, Mountain locations may be considered, and Pacific locations are not ideal. Travel may be up to 20%.

Requirements

Bachelor’s degree in Business, Finance, or equivalent professional work experience.
At least 2 years of sales, marketing, or customer-service experience in the financial industry.
Strong knowledge of investment and/or insurance products.
Demonstrated sales and marketing knowledge of annuities and variable products and their appropriate applications in a needs-based sales process.
FINRA Securities Industry Essentials Examination, Series 6 or 7, and Series 63 licenses required; Life and Variable licenses required or all licenses/registrations must be completed within 90 days.
Strong oral and written communication skills, including the ability to present technical product knowledge professionally by phone and face to face.
Sound judgment and decision-making in allocating company resources for business development.
Highly motivated, able to work independently and under pressure, and able to demonstrate success growing a sales territory.
Ability and desire to spend a significant portion of the job developing relationships virtually and over the phone.
Excellent interpersonal skills and ability to work in a team environment.
Strong territory-management, independence, and organizational skills.
Working knowledge of office-automation tools.

Nice To Haves

Industry designations such as CPA, CFA, ChFC, or CLU.
Experience with contact-management tools.

Responsibilities

Execute account and territory strategies for assigned broker-dealers, including acquiring, optimizing, and retaining business.
Provide strategic support to wholesalers and help expand face-to-face distribution through affiliated representatives and external broker-dealers.
Develop and implement business-development plans with investment advisors and help manage key external broker-dealer relationships.
Use a consultative selling approach to increase sales and market share within an assigned geographic region.
Support day-to-day wholesaler activities by setting appointments, developing sales plans, providing marketplace feedback, and helping build market strategies.
Allocate territory business-development budget resources and help drive sales growth, market share, and sales and asset targets.
Build, maintain, and enhance relationships with investment advisors offering TruStage Annuity products, providing outbound sales support and product guidance.
Educate advisors on product releases and enhancements, relevant economic and industry information, sales tools, and appropriate product use; help develop sales ideas and recognition programs.
Document field contacts using established contact-management tools and use contact data to improve field support and decision-making.
Answer product questions, follow up on information and proposal requests, support product education, respond promptly to field issues, and troubleshoot product and process problems.
Refer advisors to appropriate corporate resources as needed to ensure issues are resolved.
Participate in field schools, training meetings, sales conventions, and trade shows; help design and deliver product sessions and marketing presentations and demonstrate sales tools and concepts.
Develop relationships with field management, home-office service, marketing, investment advisory staff, and employees across business areas to support effective communication.
Provide proactive sales and marketing support to Regional Vice Presidents, wholesalers, and product marketers, including developing and executing marketing plans, allocating program funding, providing sales strategies, implementing call procedures, and delivering product education.
Analyze internal business information, industry and economic data, and competitive information to provide effective marketing support and respond to product manager or marketer requests.
Support projects involving new products and product enhancements, training-material revisions, promotional efforts, and product introduction campaigns.
Maintain strong knowledge of TruStage Annuities products, economic and industry conditions, competitors, investment-advisor and broker-dealer operations, back-office processes, service areas, and vendor relationships.
Conduct territory reviews with National Accounts and broker-dealer relationships, provide public-speaking support, and conduct face-to-face meetings independently within the territory as needed.
Obtain additional industry-related licenses, certificates, and designations as appropriate.