TruStage
Regional Vice President - Retirement Plan Sales (Southeast Territory)
TruStage, Florida, New York, United States
Overview
Regional Vice President - Retirement Plan Sales (Southeast Territory) at TruStage. Direct message the job poster from TruStage. At TruStage, 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. 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: TruStage awards and recognition. Base Salary Range: $78,700.00 - $131,100.00. Compensation may vary based on job level, geographic location, incentive plan and exemption status. A comprehensive benefits package is provided. TruStage may process applicant information using an Artificial Intelligence (AI) tool. Candidates may opt out of this process. Accommodation requests: TruStage provides accommodations for applicants and interview processes. Please contact the accessibility department if needed. Job Purpose
This position is responsible for cultivating and maintaining relationships with retirement-focused advisors in the defined region. The focus of this role is to be a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal is to increase assets and revenue through the distribution of solutions. Territory
Territory coverage is Tennessee to Virginia and down to Florida. Ideal candidate would live in the territory and be close to a hub for travel. Responsibilities
Work with Sales Leaders to develop and execute a business plan and sales strategy that ensures attainment of regional sales goals (revenue, plan count, and product mix). Expand relationships with retirement-focused advisors within the assigned territory. Follow prescribed sales processes and collaborate with teams to deliver effective proposals and sales presentations. Manage T&E budget to control distribution costs. Deliver worksite education/enrollment meetings for larger sold plans. The above statement of duties is not intended to be all-inclusive; other duties may be assigned from time to time. Job Requirements
Bachelor’s degree in Finance, Accounting, Business or equivalent work experience. 5+ years of successful sales experience in an emerging market retirement plan space. Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments within a needs-based sales process. Excellent written and oral communication skills. Proven leadership as an individual contributor and experience in team-based environments. FINRA Securities Industry Essentials Examination, Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days. Willingness and ability to travel. If you’re ready to help make a difference, apply today. A resume is required to apply. Benefits: medical, dental, vision, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, and more. TruStage supports flexibility and hybrid work where possible. Employment details
Seniority level: Not Applicable Employment type: Full-time Job function: Sales and Business Development Industries: Financial Services, Insurance, and Investment Management Referrals increase your chances of interviewing at TruStage.
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Regional Vice President - Retirement Plan Sales (Southeast Territory) at TruStage. Direct message the job poster from TruStage. At TruStage, 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. 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: TruStage awards and recognition. Base Salary Range: $78,700.00 - $131,100.00. Compensation may vary based on job level, geographic location, incentive plan and exemption status. A comprehensive benefits package is provided. TruStage may process applicant information using an Artificial Intelligence (AI) tool. Candidates may opt out of this process. Accommodation requests: TruStage provides accommodations for applicants and interview processes. Please contact the accessibility department if needed. Job Purpose
This position is responsible for cultivating and maintaining relationships with retirement-focused advisors in the defined region. The focus of this role is to be a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal is to increase assets and revenue through the distribution of solutions. Territory
Territory coverage is Tennessee to Virginia and down to Florida. Ideal candidate would live in the territory and be close to a hub for travel. Responsibilities
Work with Sales Leaders to develop and execute a business plan and sales strategy that ensures attainment of regional sales goals (revenue, plan count, and product mix). Expand relationships with retirement-focused advisors within the assigned territory. Follow prescribed sales processes and collaborate with teams to deliver effective proposals and sales presentations. Manage T&E budget to control distribution costs. Deliver worksite education/enrollment meetings for larger sold plans. The above statement of duties is not intended to be all-inclusive; other duties may be assigned from time to time. Job Requirements
Bachelor’s degree in Finance, Accounting, Business or equivalent work experience. 5+ years of successful sales experience in an emerging market retirement plan space. Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments within a needs-based sales process. Excellent written and oral communication skills. Proven leadership as an individual contributor and experience in team-based environments. FINRA Securities Industry Essentials Examination, Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days. Willingness and ability to travel. If you’re ready to help make a difference, apply today. A resume is required to apply. Benefits: medical, dental, vision, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, and more. TruStage supports flexibility and hybrid work where possible. Employment details
Seniority level: Not Applicable Employment type: Full-time Job function: Sales and Business Development Industries: Financial Services, Insurance, and Investment Management Referrals increase your chances of interviewing at TruStage.
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