Hybrid Director, Divisional Sales – Annuities

at TruStage

• Job title: Director, Divisional Sales – Annuities
• Job type: Full Time
• Experience level: Lead
• Salary: $116,300 - $193,800 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dallas, United States

About the role

• Lead sales activities for TruStage manufactured Annuity products within assigned geographical territory. Manage a team of wholesalers to achieve annuity deposit growth and ensure compliance.

Responsibilities

• Works independently, directs external wholesaling sales activities within a defined geographic or product area supporting Independent Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks.
• Develops and recommends sales plans and budgets for their assigned division.
• Successfully executes on the agreed upon plans.
• Manages associates who provide external wholesaling services and support to a specific region.
• Assists external wholesaling sales staff with increasing sales by developing and maintaining strong relationships within assigned region.
• Identifies training needs and develops and/or delivers training programs.
• This role will hold wholesaling staff accountable for:
• Territory Sales Goals
• Year over year territory growth
• Face-to-Face appointments and other proactive sales activities
• Full people management responsibilities including performance management, training and development.

Requirements

• Minimum of 8+ years of wholesaling industry experience.
• Four (4) years management or supervisor experience including defining performance objectives and/or metrics, coaching, developing, training and managing the performance of team members.
• Demonstrated knowledge and ability to lead sales support and planning activities and appropriate applications within the context of needs based sales process.
• Demonstrated ability to achieve positive results through influence, leadership, coaching and facilitation with proven success in building and maintaining effective relationships with employees and customers (internal and external).
• Retail F2F experience selling similar investment products in an institutional setting.
• Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
• Strong territory management and organizational skills.
• Strong oral and written communication skills.
• Sound judgment and solid decision making for allocating company resources for business development.
• Highly motivated to work independently and under pressure.
• FINRA Securities Industry Essentials Examination; FINRA Series 24 or 26, 6 and 63 registrations required within 60 days of hire.
• Life and Variable Licenses required.
• Industry designations preferred (CPA, CFA, ChFC, CLU, etc.).
• Willingness and ability to travel 75% + of the time over a large geographic territory.

Benefits

• Medical
• Dental
• Vision
• Employee assistance program
• Life insurance
• Disability plans
• Parental leave
• Paid time off
• 401k
• Tuition reimbursement