Internal Wholesaler - Retirement Plan Sales; West​/Mountain

Company Overview

Tru Stage is on a mission to make a brighter financial future accessible to everyone. We prioritize people, build financial services solutions, and foster a diverse and inclusive environment.

This Consultant position focuses on driving sales growth, building market share, and meeting sales and asset goals within the assigned geographic territory. Through consultative selling strategies and collaboration with Regional Sales Representatives and other centers of influence, the consultant implements business plans and enhances product distribution through external retirement-focused advisors.

• Develop and execute business plans and sales strategies to attain regional sales goals.
• Collaborate with assigned Regional Sales Representatives to provide proactive sales and marketing support.
• Follow prescribed sales process, generate new opportunities, and track through sales stages for effective pipeline management.
• Document designated activities and other pertinent information as required.
• Expand relationships with retirement-focused advisors in the assigned territory.
• Serve as key contact for external financial advisors for sales activities, including proposal generation, follow‑up, RFPs, and installation paperwork.
• Stay informed of the retirement plan industry and products, and translate this knowledge to others.
• Assist advisors in developing product knowledge and sales strategies.
• Use face‑to‑face, outbound calling, and web technologies to provide sales strategies and case design to help advisors make new sales.
• Provide inbound telephone support, answer product questions, follow up on requests, deliver training, and respond to field issues.
• Utilize contact management tools and data to enhance field support, improve territory management, and support decision‑making.

• Bachelor’s degree or equivalent work history.
• 3+ years of financial services sales experience.
• Proven leadership as an individual contributor and experience in team‑based environments.
• Demonstrated sales and marketing knowledge and appropriate applications within a needs‑based context.
• Capable of presenting technical product knowledge with professional phone skills.
• Proven ability to grow a sales territory.
• Ability to handle multiple projects while meeting deadlines.
• Strong interpersonal skills and ability to work with diverse personalities.
• FINRA Securities Industry Essentials Examination, Series 6 and 63, and Life and Variable insurance licenses.
• Variable Life License in all states of the assigned geographic territory within 90 days of employment.
• Willingness to travel within territory as needed (10%-20%).

Base Salary Range: $56,300.00 - $93,800.00. In addition to base pay, the position may be eligible for an annual incentive (bonus) plan. Eligible employees receive medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401(k), tuition reimbursement, and other benefits.

Tru Stage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.