[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.
Responsibilities
- Build, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territories
- Provides 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 territory
- Provide 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 system
- Serves as a problem solver for advisors and wholesalers on product, pricing and implementation issues and maintain a strong knowledge of available resources
- Build 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 areas
- As needed, provide support to the wholesaling team by helping to conduct Zoom presentations and Client and Conference events, when appropriate
- Create, prioritize and guide teams strategy and roadmap for data analytics, CRM/Salesforce, and technology enhancements
- Represent sales leadership in cross-functional team meetings
Skills
- Associate or bachelor's degree in business, marketing, finance or related trade-off in work experience
- Strong knowledge of investments and/or retirement plans
- Strong oral and written communication skills
- Exercise sound judgement and solid decision making for allocating company resources for business development
- Highly motivated and able to work independently and perform under pressure
- Ability to spend significant portion of job developing relationships over the phone
- Excellent interpersonal skills and ability to work in a team environment
- Working knowledge of office automation tools
- Highly organized and detail oriented
- Ability to travel up to 10%
- FINRA SIE, 6, 63 and state life insurance preferred
Benefits
- Annual incentive (bonus) plan
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
- Flexible workplace that allows for work-life balance
- Career growth
- Retirement assistance
- Flexibility, including working in a place you prefer
- Hybrid working
Company Overview