CUNA Mutual Group
Bangor, ME, United States
Consulting, Sales, Marketing
Mar 14, 2023
Regional Sales Consultant - (Remote in NH/ME) Annuities
The principal purpose of this position is to direct the sales activities for CMFG manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal CMFG objective. This position leads the sales activities and efforts of virtual meetings, outbound calling and limited face-to-face distribution through registered representatives in the independent broker dealer (IBD) and bank/credit union channels.
This is a focused, business-building position. Success is accomplished through developing and expanding financial professional relationships, providing outstanding investment sales training & assistance and executing product sales programs and strategies.
Job Responsibilities:List of general activities, duties and/or tasks typically performed within the job.
Develop new business and maintain existing business relationships by conducting proactive sales activities.
Provide current producing financial professionals with up-to-date information on CMFG Annuity products and timely business building sales ideas.
Reach out to prospective financial professionals within designated territory to grow CMFG’s annuity deposits and market share.
Participate in CMFG and independent broker dealer meetings, conferences and events.
Stay current on all CMFG Annuity products, as well as economic and market conditions pertinent to the sales of annuity and investment products.
Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities, business promotion and train on new product releases through virtual meetings, outbound calling and limited face-to-face meetings.
Support financial professional sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale).
Manage resources provided by CMFG including the territory marketing and travel and expense budget.
This role will be accountable for:
Territory Sales Goals
Year over year territory growth
Virtual and teleconference appointments and other proactive sales activities
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Bachelor’s Degree in Business or Marketing or 3 years of related industry experience.
2-4 years of prior investment products wholesaling experience (preferred).
Retail experience selling similar investment products in an institutional setting.
FINRA Series 6 or 7 and 63 licenses required. Life and Variable insurance licenses required. IAR preferred.
Industry designations preferred (CPA, CFA, ChFC, CLU, etc.)
Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process.
Strong oral and written communication skills
Exercise sound judgment and solid decision making for allocating company resources for business development
Strong territory management and organizational skills. Highly motivated to work independently and under pressure.
Willingness and ability to travel up to 25% of the time over a large geographic territory.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$49,700.00 - $82,900.00
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
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 CUNA Mutual Group we believe in fostering an inclusive environment where everyone can bring their best self and thrive. If application or interview process accommodations are needed please notify us at email@example.com .
We're a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services.
Discover for yourself the difference we can make for you.
CUNA Mutual Group
Website : http://www.cunamutual.com