[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