[Remote] Associate Regional Sales Consultant - Retirement Plans
Note: The job is a remote job and is open to candidates in USA. TruStage is committed to making a brighter financial future accessible to everyone. The Associate Regional Sales Consultant will partner with the retirement wholesaling team to support pre- and post-sale activities, manage day-to-day wholesaling activities, and drive sales growth for retirement sales.ResponsibilitiesBuild, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territoriesProvides inbound telephone support, including answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing timely responses to problems encountered in each wholesaler territoryProvide outbound telephone support; including consulting on the proposals, pricing and plan design. Help develop and share ideas with consultants and advisors that increase sales. Document activity in contact management systemServes as a problem solver for advisors and wholesalers on product, pricing and implementation issues and maintain a strong knowledge of available resourcesBuild and maintain a strong product knowledge, including industry and competitor information. Maintain a strong knowledge of retirement’s product offering. Maintain a solid understanding of back-office processes for broker dealer operations and service areasAs needed, provide support to the wholesaling team by helping to conduct Zoom presentations and Client and Conference events, when appropriateCreate, prioritize and guide teams strategy and roadmap for data analytics, CRM/Salesforce, and technology enhancementsRepresent sales leadership in cross-functional team meetingsSkillsAssociate or bachelor's degree in business, marketing, finance or related trade-off in work experienceStrong knowledge of investments and/or retirement plansStrong oral and written communication skillsExercise sound judgement and solid decision making for allocating company resources for business developmentHighly motivated and able to work independently and perform under pressureAbility to spend significant portion of job developing relationships over the phoneExcellent interpersonal skills and ability to work in a team environmentWorking knowledge of office automation toolsHighly organized and detail orientedAbility to travel up to 10%FINRA SIE, 6, 63 and state life insurance preferredBenefitsAnnual incentive (bonus) planMedicalDentalVisionEmployee assistance programLife insuranceDisability plansParental leavePaid time off401kTuition reimbursementFlexible workplace that allows for work-life balanceCareer growthRetirement assistanceFlexibility, including working in a place you preferHybrid workingCompany OverviewTruStage is an insurance service provider company. It was founded in 2012, and is headquartered in Madison, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is https://www.trustage.com.