TruStage
Regional Vice President - Retirement Plan Sales (Southeast Territory)
TruStage, Columbia, South Carolina, United States
Regional Vice President - Retirement Plan Sales (Southeast Territory)
Join to apply for the Regional Vice President - Retirement Plan Sales (Southeast Territory) role at TruStage
Job Overview This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus is to be positioned as 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.
Responsibilities
Work with Sales Leaders to develop and execute business plan and sales strategy to attain regional sales goals (by revenue, plan count and product mix).
Expand relationships with retirement focused advisors in the assigned territory.
Follow prescribed sales process; work with the group to ensure effective and professional proposals and sales presentations.
Manage T&E budget to control cost of distribution.
Deliver worksite education/enrollment meetings for larger sold plans.
The above statement of duties is not intended to be all inclusive and other duties will 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 SIE, Series 6 and 63 and Life and Variable Insurance licenses or 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. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. The score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may opt out of this process.
Compensation may vary based on the job level, geographic work location, position incentive plan and exemption status.
Base Salary Range $78,700.00 - $131,100.00
Benefits At TruStage, we offer a flexible benefits program including medical, dental, vision, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, along with flexibility and hybrid working options.
Accommodation request 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Financial Services, Insurance, and Investment Management
#J-18808-Ljbffr
Job Overview This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus is to be positioned as 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.
Responsibilities
Work with Sales Leaders to develop and execute business plan and sales strategy to attain regional sales goals (by revenue, plan count and product mix).
Expand relationships with retirement focused advisors in the assigned territory.
Follow prescribed sales process; work with the group to ensure effective and professional proposals and sales presentations.
Manage T&E budget to control cost of distribution.
Deliver worksite education/enrollment meetings for larger sold plans.
The above statement of duties is not intended to be all inclusive and other duties will 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 SIE, Series 6 and 63 and Life and Variable Insurance licenses or 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. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. The score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may opt out of this process.
Compensation may vary based on the job level, geographic work location, position incentive plan and exemption status.
Base Salary Range $78,700.00 - $131,100.00
Benefits At TruStage, we offer a flexible benefits program including medical, dental, vision, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, along with flexibility and hybrid working options.
Accommodation request 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Financial Services, Insurance, and Investment Management
#J-18808-Ljbffr