TruStage
Regional Vice President - Retirement Plan Sales (Southeast Territory)
TruStage, New York, New York, United States
Regional Vice President - Retirement Plan Sales (Southeast Territory)
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. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. Job Purpose This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions. Territory of coverage is Tennessee, over to Virginia and down to Florida. Ideal candidate would live in the territory and close to a hub for travel. Job Responsibilities Work in with Sales Leaders to develop and execute business plan and sales strategy that ensures attainment of regional sales goals (by revenue, plan count and product mix). Effectively and efficiently expand relationship with retirement focused advisors in assigned territory. Follow prescribed sales process, works closely with group to ensure effective and professional proposals and sales presentations. Effectively manage T&E budget to control cost of distribution. Deliver worksite education/enrollment meetings for larger sold plans. 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 and their appropriate applications within the context of 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. Base Salary Range $78,700.00 - $131,100.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. 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, 401k, and tuition reimbursement. TruStage 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. TruStage is an equal opportunity employer and is committed to diversity and inclusion in the workplace.
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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. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. Job Purpose This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions. Territory of coverage is Tennessee, over to Virginia and down to Florida. Ideal candidate would live in the territory and close to a hub for travel. Job Responsibilities Work in with Sales Leaders to develop and execute business plan and sales strategy that ensures attainment of regional sales goals (by revenue, plan count and product mix). Effectively and efficiently expand relationship with retirement focused advisors in assigned territory. Follow prescribed sales process, works closely with group to ensure effective and professional proposals and sales presentations. Effectively manage T&E budget to control cost of distribution. Deliver worksite education/enrollment meetings for larger sold plans. 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 and their appropriate applications within the context of 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. Base Salary Range $78,700.00 - $131,100.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. 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, 401k, and tuition reimbursement. TruStage 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. TruStage is an equal opportunity employer and is committed to diversity and inclusion in the workplace.
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