Regional Vice President; Annuities - N.FL​/AL​/LA

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible.

This position directs sales activities for Tru Stage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face‑to‑face distribution efforts through registered representatives in the independent broker‑dealer, bank, and/or credit‑union channels, and incorporates consultative responsibilities including analyzing business needs, identifying opportunities, gathering data, and recommending solutions to improve advisor effectiveness and overall territory performance.

• Develop new business and maintain existing advisor relationships by conducting proactive face‑to‑face and virtual sales activities.
• Provide producing advisers with current information on Tru Stage annuity products as well as timely business‑building ideas.
• Identify and engage prospective advisers within the territory to grow Tru Stage annuity deposits and increase market share.
• Manage day‑to‑day business activities in partnership with a Regional Sales Associate and internal sales‑desk resources.
• Participate in Tru Stage, TWMS and related industry meetings, conferences and events.
• Stay current on all Tru Stage annuity products as well as economic and market conditions that impact annuity and investment product sales.
• Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business‑development acumen through face‑to‑face meetings, webinars and outbound calls.
• Support advisor sales efforts by conducting client seminars and individual point‑of‑sale presentations.
• Manage Tru Stage‑provided resources including territory level marketing and travel and expense budgets.
• Perform consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies.
• Accountable for meeting territory sales goals, achieving year‑over‑year growth, maintaining strong levels of face‑to‑face and virtual appointments, and executing effective seminar activity.
• Other duties may be assigned from time to time.

• Must reside within the assigned territory.
• Bachelor’s degree in Business or Marketing or equivalent experience.
• 2+ years of investment product wholesaling experience.
• Retail face‑to‑face sales experience involving similar investment products in an institutional environment.
• Knowledge of wholesaling within the credit union, bank or independent broker‑dealer channels is preferred; existing relationships in the IBD space are a plus.
• FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required.
  
  Compensation & Benefits

  Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

  Base Salary Range: $58,700.00 - $97,900.00

  In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.

  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401(k), and tuition reimbursement, just to name a few.

  Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

  Accommodation request: 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.