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 and financial services solutions, we push the boundaries of what’s possible. 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
Job Purpose:
This position serves as the key contact for assigned credit unions and responsible to establish, develop and continually enhance the overall relationship with assigned credit unions in order to develop growth, retention and cross-sell opportunities. Through effectively cultivated business relationships, the role leverages and proposes the products and services offered by TruStage to support and meet the business needs of credit union customers.
Job Responsibilities:
Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship with assigned credit unions as measured through new sales, retention, account growth, and increased product penetration, in addition to non-financial metrics.
Gather detailed information about accounts, analyze and prioritize information resulting in the development of sales strategies that ensure profit and growth objectives are achieved within assigned accounts.
Lead a cross-discipline sales account team, utilize consultative selling techniques, and leverage knowledge of all TruStage products, to propose products and services that support the strategic plan of the assigned credit union; strive for profitable growth for TruStage in the process.
Lead cross-discipline sales account teams to establish, implement, and monitor a service level agreement with assigned credit union customers; consistently deliver to the service level.
Manage performance-to-sales plan and territory plans using metrics and scorecards to measure productivity, sales discipline, quality and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by development of growth, retention and rehabilitation plans and termination of activity where warranted.
Develop and deliver proposals; forecast and report on sales activity.
Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned credit unions; ensure use of the established sales management system on an ongoing basis.
Effectively utilize and incorporate information gleaned from loss of business in future work with same as well as other accounts.
Develop and maintain an understanding of diverse financial services markets, with capability to position and sell products of TruStage in new markets.
Continue to develop sales, business and leadership competencies. Continue to research, explore and learn how TruStage products and services can be used to solve credit union needs.
Adhere to all sales and support processes that TruStage has determined as essential for distribution success.
Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience.
Minimum of 5 years of successful sales experience, preferably within the financial services industry.
Strong sales aptitude and proven track record of success.
Demonstrated knowledge of TruStage products and services, with in-depth understanding of the customers, business, industry, and market preferred.
Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
Demonstrated ability to integrate computer technology into sales processes.
Demonstrated strong collaboration and teamwork abilities.
Demonstrated ability to effectively build business relationships with internal and external clients.
Proven experience in developing strategies which will improve competitive position.
Demonstrated ability to deliver effective presentations.
Life and Health Insurance License and P&C License (both resident and non-resident immediately upon or 90 days after employment).
Up to 75% travel required.
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. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$77,500.00 - $129,100.00
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, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
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.
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