Vice President, National Sales - Annuities (Remote)

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 leading the TruStage Financial Annuity sales team and achieving increased sales and market share objectives. In addition, this role will serve as a key partner and contributor to annuity product line. As such it will participate in the prioritization and queuing of the major initiatives for the organization as well as providing input to the product, Information Technology, Operations, Strategy and Marketing groups on marketplace intelligence, pricing and sales needs. This position will report directly to the Senior Vice President.

Job Responsibilities:
 

• Develop, execute and maintain sales plans and programs for profitable distribution of annuity products and services through broker dealers (B/Ds) and Registered Investment Advisors (RIAs), via wholesaling and Institutional relationship management.
• Develop, execute and maintain a sales and marketing strategy to promote proprietary retail products to B/D’s and Consultants.
• Select, hire, lead, coach, and develop the annuity wholesaling team (Divisional Managers, Wholesalers and Internal Wholesalers).  Provide timely and ongoing feedback through regular contact (including but not limited to traveling in the territory) to help each achieve success.  
• Participate in the strategic management team activities which include goal setting, priority queuing, and resource allocation.
• Assist in the development and design of sales tools, presentation materials, literature pieces and sales programs for annuity products and services. Work with outside vendors to research, identify and deploy best practices and processes.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
 

• Bachelor’s degree in Business Administration, Finance, Marketing, or equivalent work experience.
• 15+years of experience in the financial services industry, with direct experience in the intermediary space with at least 5 in a managerial role.
• Life, Health and Variable insurance licensed; FINRA Securities Industry Essentials Examination; FINRA Series 24 or 26, 6 and 63 registrations required.
• Significant experience leading others in retail investment products and services sales environments.
• Demonstrated sales & marketing leadership in investments, and their appropriate applications within the context of a needs-based sales process.
• Demonstrated territory management, independence and organizational skills.
• Willingness and ability to travel 50-75% of the time over a large geographic area.

#LI-EG

#LI-Remote

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

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. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.