TruStage Specialist, National Accounts (Remote within WA,MT,CO,CA,AK)

Job Purpose :

This position is the subject matter expert for their designated business line of products and solutions. Through proactive support and engagement, they provide consultation to Sales Partners and Credit Unions to address specific client needs to attract, retain, and grow business within assigned customer accounts in the National Segment.

Job Responsibilities :

List of general activities, duties and / or tasks typically performed within the job.

• Engage and execute with Sales Partner for account team planning, prospecting, and pipeline management in assigned customer accounts (territory).
• Work closely with Sales Partners and use tools, processes, and technology to assess customer's current business issues, strategic and tactical goals, and to build a vision and a path for growth and retention of TruStage products, services, and solutions in assigned customer accounts.
• Assist in the pre-qualification, assessment, development, and presentation of client-specific proposals, contracts, and business reviews.
• Prepare and deliver presentations to clients and other audiences as needed.
• Assist with the negotiations and contracting terms of sales.
• Conduct in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business.
• Understand the competitive environment for the credit union industry together with diverse financial and / or insurance services markets.
• Understand competitor's strengths and weaknesses.
• Provide thought leadership, competitive analysis, insights, and consultations to Sales Partners and to customers.
• Communicate with TruStage product leaders in the development of new products, as well as enhancements of existing products.
• Proactively seek information about marketplace trends to identify opportunities.
• Maintain an understanding and relationship with organizations and associations that support the business needs of customers.
• Develop and deliver industry insight for use in contract strategy.
• Speaker at industry events and exchange visits.

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, Risk Management or equivalent work experience.
• 10 or more years of experience and demonstrated success actively marketing, selling, and servicing products and solutions of the financial and / or insurance services industry, with a proven record of success utilizing a consultative sales model.
• Demonstrated in-depth knowledge of financial and / or insurance services industry. In-depth knowledge of credit union industry preferred.
• Demonstrated ability to quickly develop business relationships and rapport to create a comfortable environment with customers to facilitate open dialogue.
• Demonstrated ability to quickly learn about new financial and / or insurance product offerings and apply knowledge in a sales setting.
• Ability to integrate technology into sales processes.
• Strong sales background with exceptional verbal, written, listening, analytical, interpersonal, and presentation skills via multiple channels.
• Demonstrated business and financial acumen.
• Demonstrated applied knowledge of credit union / financial institution operations, regulatory issues, and process re-engineering.
• Demonstrated ability to manage ambiguity and experience with situational adaptability; strong account and territory management;

self-starter with proven track record of ability to achieve results.

• Possess or obtain Life & Health Insurance License and Property & Casualty Insurance License within 90 days.
• Up to 75% travel required.

Compensation may vary based on the job level, your geographic work location, position incentive plan, and exemption status.

Base Salary Range :

$76,500.00 - $127,500.00

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

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. 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.

If you’re ready to help make a difference, apply today.

Accommodation Request :

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please let us know at [email protected].

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

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Remote working / work at home options are available for this role.