Internal Wholesaler - Retirement Plan Sales; West​/Mountain

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. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
Tru Stage awards and recognition.

This Consultant position focuses on driving sales growth, building market share, and meeting necessary sales and asset goals within the position’s assigned geographic territory. Through consultative selling strategies, individual performance, and in collaboration with their assigned Regional Sales Representatives and other centers of influence for RPS, this position implements business plans and enhances the efforts of product distribution that occurs through external retirement-focused advisors.

• Develop and execute business plans and sales strategies that ensure attainment of regional sales goals.
• Collaborate as a partner with assigned Regional Sales Representatives, to provide proactive sales and marketing support and to ensure effective and professional proposals and sales presentations.
• Follow prescribed sales process, by generating new opportunities and track through the sales stages for effective pipeline management.
• Document designated activities and other pertinent information as required.
• Effectively and efficiently expand relationships with retirement-focused advisors in assigned territory.
• Serve as key contact for external financial advisors for sales activities, including proposal generation, follow up, Request for Proposals (RFP), and installation paperwork.
• Continuously stay informed and knowledgeable of overall retirement plan industry and products, along with the ability to effectively translate this knowledge to others; build and implement sales strategies leveraging marketplace knowledge.
• Assist advisors in developing higher levels of product knowledge and sales strategies.
• Utilize face-to-face, outbound calling and web technologies to communicate and provide sales strategies and case design to help advisors make new sales, train on new product releases, and communicate economic and industry data relevant to the use of our products.
• Provide inbound telephone support, including answering product questions, following up on requests for information and illustrations and proposals, delivering ad hoc training, and providing timely responses to problems encountered in the field. Utilize contact management tools and data to enhance the level of field support, improve territory management and decision-making.
• The above statement of duties in not intended to be all inclusive and other duties will be assigned from time to time.

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

• 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 & marketing knowledge and appropriate applications within the context of a needs-based.
• Capable of presenting technical product knowledge with professional phone skills.
• Proven ability to grow a sales territory.
• Ability to effectively handle multiple projects while meeting related deadlines.
• Strong interpersonal skills and ability to get along 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 assigned geographic territory, within 90 days of employment.
• Willingness to travel within territory as needed (10%-20%).

If you’re ready to help make a difference, apply today. A resume is required to apply. Tru Stage may…