Annuity Sales Consultant – Internal Wholesaler

TruStage

. Execute account and territory strategies for assigned broker dealers distributing TruStage Annuities .

Posted 11/6/2026full-timeRemote • United StatesJuniorMid-Level💰 $48,800 - $81,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales and marketing strategies for financial products, particularly TruStage Annuities, while effectively managing relationships with broker dealers and investment advisors. Proficient in consultative selling and territory management to drive sales growth and market share.

Highest-signal resume keywords

Sales Growth StrategyConsultative SellingTerritory ManagementInvestment Product KnowledgeFINRA Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentMarket AnalysisBusiness DevelopmentAnnuity Product KnowledgeNeeds-Based Sales ProcessFinancial Resource AllocationSales Plan DevelopmentProduct EducationRelationship ManagementDecision-Making

Soft Skills

Strong Communication SkillsInterpersonal SkillsMotivationIndependenceOrganizational Skills

Tools & Technologies

Contact Management ToolsOffice Automation Tools

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseLife LicenseVariable License

Industry Keywords

Financial IndustryInvestment ProductsInsurance ProductsAnnuitiesVariable ProductsBroker DealersInvestment AdvisorsSales ConventionsMarket ShareEconomic Data

About the role

Key responsibilities & impact

Execute account and territory strategies for assigned broker dealers distributing TruStage Annuities
Acquire, optimize and retain business
Provide strategic support to wholesalers for face-to-face product distribution through affiliated representatives and external broker dealers
Develop and implement business-development plans with investment advisors
Help manage relationships with key managers at external broker dealers
Use consultative selling to increase sales and market share within an assigned geographic region
Manage day-to-day wholesaler activities, including setting appointments, developing sales plans, providing marketplace feedback and building market strategies
Allocate financial resources from the territory business-development budget
Drive sales growth, market share and sales and asset targets for TruStage Annuity products
Build, maintain and enhance advisor relationships through phone, virtual and face-to-face channels
Advise advisors on availability and appropriate use of TruStage Annuity products, literature and sales tools
Educate advisors on new product releases and enhancements
Communicate relevant economic and industry data
Develop recognition programs and ensure effective administration
Document field contacts using contact-management tools
Answer product questions and follow up on information and proposal requests
Support product education and resolve field problems
Provide marketing support through field schools, training meetings, sales conventions, trade shows and product presentations
Develop relationships with field management, home-office service, marketing and investment-advisory staff
Support Regional Vice Presidents, wholesalers and product marketers with marketing plans, funding allocation, sales strategies and sales-call procedures
Analyze internal business, industry, economic and competitive information to provide marketing support
Support new-product and product-enhancement projects, training-material revisions, promotional efforts and introduction campaigns
Maintain knowledge of TruStage's annuity portfolio, economic and industry information, competitors, back-office processes and vendor relationships
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree in Business, Finance or equivalent trade off in professional work experience
2+ years of sales, marketing or customer service experience in the financial industry
Strong knowledge of investment and/or insurance products
Demonstrated sales and marketing knowledge of annuities and variable products and their appropriate applications within a needs-based sales process
FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required
Life and Variable Licenses required or ability to complete all licenses/registrations within 90 days
Industry designations such as CPA, CFA, ChFC or CLU are a plus
Strong oral and written communication skills
Ability to present technical product knowledge professionally by phone and face to face
Sound judgment and solid decision-making for allocating company resources for business development
Highly motivated, able to work independently and perform under pressure
Proven ability to grow a sales territory
Ability and desire to spend a significant portion of the job developing relationships virtually and over the phone
Excellent interpersonal skills and ability to work in a team environment
Strong territory management, independence and organizational skills
Working knowledge of office automation tools
Experience with contact management tools is a plus
Ability to travel up to 20%
Resume required to apply

Benefits

Comp & perks

Annual incentive (bonus) plan may be available
Medical insurance
Dental insurance
Vision insurance
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401(k)
Tuition reimbursement
Flexible workplace and work-life balance
Career growth opportunities
Retirement assistance
Flexibility to work in a preferred place
Technology and other tools supporting hybrid working
Application or interview process accommodations