Job Description
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.
Join a team that has received numerous awards for being a top place to work:
TruStage awards and recognition
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 Region Segment.
***Territory of coverage is California, Washington and some virtual accounts in Hawaii.
Job Responsibilities:
- 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 uses 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 CUNA Mutual 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 CUNA Mutual product leaders in the development of new products, as well as enhancements of existing products.
- Proactively seeks 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:
- Bachelor's degree in Marketing, Business Administration, Insurance, Risk Management or related field.
- 6 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 proven record of success utilizing a consultative sales model. Experience with National broker preferred.
- 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 and open dialogue.
- Demonstrated ability to quickly learn about new financial and/or insurance product offerings and apply knowledge in a sales setting.
- Must have an extensive understanding and expertise of involved practices and precedents along with 3+ years of experience in an insurance specialty related to fidelity, property & casualty insurance or credit union internal operations.
- Expert knowledge of Corporate Property & Casualty products and services that TruStage offers is preferred.
- 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 Property & Casualty Insurance License within 90 days.
- Professional certification such as CPCU, CCUE, or ARM is strongly preferred.
- Up to 50% travel required.
#LI-EG
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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
At TruStageTM, 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
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