TruStage
Regional Vice President - Retirement Plan Sales (Southeast Territory)
TruStage, Virginia, Minnesota, United States, 55792
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. 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. Job Responsibilities Work 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. We offer a competitive base salary range of $78,700.00 - $131,100.00, as well as an annual incentive (bonus) plan and a comprehensive benefits package, including 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 welcomes applications from diverse candidates. We are committed to creating an inclusive environment and providing equal opportunities for all employees.
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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. 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. Job Responsibilities Work 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. We offer a competitive base salary range of $78,700.00 - $131,100.00, as well as an annual incentive (bonus) plan and a comprehensive benefits package, including 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 welcomes applications from diverse candidates. We are committed to creating an inclusive environment and providing equal opportunities for all employees.
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