TruChoice Strategic Account Coordinator

Job Summary

The Strategic Account Coordinator is responsible for supporting the growth, development, and execution of Tru Choice’s strategic partnerships. This role serves as a key liaison between sales leadership, carrier partners, and internal stakeholders to drive strategic initiatives, partnership growth, marketing plans, and business development opportunities. The role ensures seamless communication between internal and external partners while executing initiatives that drive wholesaler, advisor, and carrier partner satisfaction, retention, and growth.

• Support the development and execution of annual business plans for carriers and broker‑dealer partners.
• Assist in identifying growth opportunities within existing strategic relationships.
• Coordinate ongoing communication between Tru Choice leadership and partners.
• Maintain awareness of partner priorities, initiatives, product changes, and organizational changes.
• Lead project management efforts for strategic initiatives involving carriers, broker‑dealers, and internal departments.
• Develop timelines, track deliverables, and ensure accountability across stakeholders.
• Coordinate cross‑functional projects involving sales, marketing, product, operations, and finance teams.
• Prepare executive summaries, status updates, and action plans for leadership review.
• Conduct research on industry trends and competitor activities to support strategic planning.
• Analyze sales, engagement, and partnership data; develop reports and dashboards to support strategic decision‑making.
• Track effectiveness of marketing and partnership initiatives.

• Strong understanding of financial services distribution channels, including insurance carriers, broker‑dealers, RIAs, and advisor relationships.
• Ability to understand sales strategies, marketing initiatives, and business development objectives.
• Strong project management and organizational skills.
• Ability to translate strategic initiatives into actionable plans.
• Strong business acumen and analytical capabilities.
• Ability to build relationships with senior leaders and external partners.

• Bachelor’s degree in business, marketing, insurance, or a related field preferred.
• Minimum 3+ years of experience within financial services, insurance distribution, wholesaling, strategic accounts, or business development roles preferred.
• Experience working with insurance carriers, IMOs, broker‑dealers, RIAs, or advisor‑facing organizations strongly preferred.
• Experience supporting sales organizations, strategic partnerships, or marketing initiatives preferred.

Salary Range: $90,000 – compensation will vary commensurate with experience, education, skills, and training.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.