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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and marketing strategies for financial products, particularly annuities, while effectively managing relationships with broker dealers and investment advisors. Proven ability to analyze market data and develop business plans that enhance product distribution and increase market share.
Highest-signal resume keywords
Sales Strategy DevelopmentAnnuity Product KnowledgeFINRA Licenses (Series 6 or 7 and 63)Customer Relationship ManagementTerritory Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales and MarketingInvestment Product KnowledgeBusiness DevelopmentMarket AnalysisFinancial Resource Allocation
Soft Skills
Strong Communication SkillsInterpersonal SkillsTeamworkDecision-MakingOrganizational Skills
Tools & Technologies
Contact Management ToolsOffice Automation Tools
Certifications & Qualifications
Bachelor's Degree in Business or FinanceFINRA Securities Industry Essentials ExaminationLife and Variable LicensesIndustry Designations (CPA, CFA, ChFC, CLU)
Industry Keywords
Financial IndustryBroker DealersInvestment AdvisorsAnnuitiesVariable Products
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 to enhance face-to-face product distribution
- Develop strategic business-development plans with investment advisors
- Manage relationships with key managers at external broker dealers
- Support retail sales activities and increase sales and market share within an assigned geographic region
- Manage day-to-day activities of designated wholesalers, including setting appointments and developing sales plans
- Provide marketplace feedback and assist in building market strategies
- Allocate financial resources from the territory business-development budget
- Build and expand advisor relationships through virtual and face-to-face channels
- Educate advisors and support product sales programs and strategies
- Advise on appropriate use of annuity products, literature and sales tools
- Answer product questions, follow up on information and proposal requests, and troubleshoot product and process issues
- Participate in field schools, training meetings, sales conventions, trade shows and marketing presentations
- Partner with Regional Vice Presidents, wholesalers and product marketers on marketing plans, sales strategies and recognition campaigns
- Analyze internal, industry, economic and competitive information to provide marketing support
- Support new-product and product-enhancement projects, training-material revisions and promotional campaigns
- Maintain knowledge of TruStage’s annuity portfolio, investment-advisor and broker/dealer operations, service areas and vendor relationships
- Document field contacts using contact-management tools
Requirements
What you’ll need- Bachelor's degree in Business, Finance or equivalent work experience
- 3-5 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
- FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required
- Life and Variable Licenses required
- 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 decision-making skills for allocating company resources
- Ability to work independently and under pressure
- Proven ability to grow a sales territory
- Ability and desire to develop relationships virtually and over the phone
- Excellent interpersonal, teamwork, territory management, independence and organizational skills
- Working knowledge of office automation tools
- Ability to travel up to 30%
- 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
- Retirement assistance
- Flexibility to work in a preferred location
- Technology and other tools supporting hybrid working