Lending Solutions Specialist, Select (Central/Eastern Time Zone)

TruStage • Madison, WI

4d • Hybrid

About The Position

This position is the subject matter expert for their designated business line of products and solutions. Through proactive support and engagement, they provide consultation to Account Executives and Credit Unions to address specific client needs to attract, retain, and grow business within assigned customer accounts in the Select Segment.

Requirements

• Bachelor's degree in Marketing, Business Administration, Insurance, Risk Management or related field or equivalent work experience.
• 4 or more years of experience and demonstrated success actively marketing, selling, and servicing products and solutions of the financial and/or insurance services industry, with proven record of success utilizing a consultative sales model.
• Demonstrated in-depth knowledge of financial and/or insurance services industry.
• Demonstrated ability to quickly develop business relationships and rapport to create a comfortable environment with customers to facilitate and open dialogue.
• Demonstrated ability to quickly learn about new financial and/or insurance product offerings and apply knowledge in a sales setting.
• Ability to integrate technology into sales processes.
• Strong sales background with exceptional verbal, written, listening, analytical, interpersonal, and presentation skills via multiple channels.
• Demonstrated business and financial acumen.
• Demonstrated applied knowledge of credit union/financial institution operations, regulatory issues, and process re-engineering.
• Demonstrated ability to manage ambiguity and experience with situational adaptability; strong account and territory management; self-starter with proven track record of ability to achieve results.
• Possess or obtain Life & Health Insurance License and Property & Casualty Insurance License within 90 days.
• Up to 10% travel required

Nice To Haves

• In-depth knowledge of credit union industry preferred.
• Current/Active Life/Health and P&C license already in place and using in current role.

Responsibilities

• Engage and execute with Account Executive for account team planning, prospecting, and pipeline management in assigned customer accounts (territory).
• Work closely with Account Executive and uses tools, processes, and technology to assess customer's current business issues, strategic and tactical goals, and to build a vision and a path for growth and retention of TruStage products, services, and solutions in assigned customer accounts.
• Assist in the pre-qualification, assessment, development and presentation of client specific proposals, contracts, and business reviews.
• Prepare and deliver presentations to clients and other audiences as needed.
• Assist with the negotiations and contracting terms of sales.
• Conduct in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business.
• Understand the competitive environment for the credit union industry together with diverse financial and/or insurance services markets.
• Understand competitor's strengths and weaknesses.
• Provide thought leadership, competitive analysis, insights and consultations to Account Executive and to customers.
• Communicate with TruStage product leaders in the development of new products, as well as enhancements of existing products.
• Proactively seeks information about marketplace trends to identify opportunities.
• Maintain an understanding and relationship with organizations and associations that support the business needs of customers.
• Develop and deliver industry insight for use in contract strategy.
• Other duties will be assigned from time to time.

Benefits

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level