Vice President – Annuities
| Company | TruStage |
|---|---|
| Location | Miami, FL, USA, West Palm Beach, FL, USA, Fort Myers, FL, USA, Palm Beach Gardens, FL, USA |
| Salary | $58700 – $97900 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree in Business or Marketing or 4+ years of equivalent work experience.
- FINRA Securities Industry Essentials Examination, Series 6 and 63 licenses required. Life, and Variable Licenses required.
- Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
- Strong oral and written communication skills
- Exercise sound judgment and solid decision making for allocating company resources for business development Strong territory management and organizational skills.
- Highly motivated to work independently and under pressure.
- Willingness and ability to travel 75 – 95% of the time over a large geographic territory.
Responsibilities
- Develop new business and maintain existing business relationships by conducting proactive sales activities.
- Provide current producing advisers with up-to-date information on TruStage Annuities products and timely business building sales ideas.
- Reach out to prospective advisers within designated territory to grow TruStage Annuities deposits and market share.
- Manage a business in partnership with a remote virtual Regional Sales Associate (RSA) and internal sales desk.
- Participate in our Company and independent broker dealer meetings, conferences and events.
- Stay current on all TruStage Annuities products, as well as economic and market conditions pertinent to the sales of annuity and investment products.
- Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities and business promotion through F2F meetings, webinars, and outbound calls.
- Support advisor sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale).
- Manage resources provided by our Company including the territory marketing and T&E budget.
- This role will be accountable for: Territory Sales Goals, Year over year territory growth, Face-to-Face appointments and other proactive sales activities.
Preferred Qualifications
- 3-5+ years of prior investment products wholesaling experience (preferred).
- Retail F2F experience selling similar investment products in an institutional setting. Existing relationships in the independent broker dealer (IBD) space is preferred.
- Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)