Regional Vice President - Retirement Plan Sales bei Trustage

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, investment and technology 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 cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions.

Job Responsibilities:
 

• Work in with Sales Leaders to develop and execute business plan and sales strategy that ensures attainment of regional sales goals (by revenue, plan count and product mix).
• Effectively and efficiently expand relationship with retirement focused advisors in assigned territory.
• Follow prescribed sales process, works closely with group to ensure effective and professional proposals and sales presentations.
• Effectively manage T&E budget to control cost of distribution.
• Deliver worksite education/enrollment meetings for larger sold plans.

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 Finance, Accounting, Business or equivalent work experience.
• 5+ years of successful sales experience in an emerging market retirement plan space.
• Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments and their appropriate applications within the context of a needs based sales process.
• Excellent written and oral communication skills.
• Proven leadership as an individual contributor and experience in team based environments.
• FINRA Securities Industry Essentials Examination, Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days.
• Willingness and ability to travel.

#LI-EG

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.