Job Overview
Location
Texas - Remote
Job Type
Full-time
Category
Sales
Date Posted
April 7, 2026
Full Job Description
đź“‹ Description
- • As Regional Vice President - Annuities (Texas) at CMFG Life Insurance Company (operating as TruStage), you will drive annuity deposit growth and increase total assets under management within an assigned geographic territory by leading face-to-face distribution efforts through registered representatives in independent broker-dealer, bank, and credit union channels.
- • Day to day, you will develop new business and maintain existing advisor relationships through proactive face-to-face and virtual sales activities, provide current product information and business-building ideas to producing advisers, identify and engage prospective advisers to grow market share, manage daily activities with a Regional Sales Associate and internal sales desk, participate in industry meetings and events, stay current on annuity products and market conditions, assist representatives in building investment knowledge and sales capabilities, conduct client seminars and point-of-sale presentations, manage territory-level marketing and travel budgets, and perform consultative activities such as analyzing business needs, identifying opportunities, gathering data, and recommending solutions to improve advisor effectiveness.
- • You will join a team at TruStage that has received numerous awards for being a top place to work, operates with a people-first mission to make a brighter financial future accessible to everyone, and fosters a diverse and inclusive environment where employees are encouraged to share experiences, ideas, and skills to help others take control of their financial future.
- • In this role, you can achieve year-over-year territory sales growth, strengthen advisor relationships across multiple channels, deepen expertise in annuity and investment solutions within a needs-based sales process, enhance consultative and data-driven decision-making skills, and build leadership experience in territory management, resource allocation, and strategic execution while working with a high degree of independence.
🎯 Requirements
- • Must reside within the assigned Texas territory.
- • Bachelor’s degree in Business or Marketing or equivalent experience.
- • 2+ years of investment product wholesaling experience with retail face-to-face sales experience involving similar investment products in an institutional environment.
- • FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required; Life and Variable licenses required or must be obtained within ninety days.
- • Willingness and ability to travel 75-90% of the time across a large geographic territory.
🏖️ Benefits
- • Medical, dental, and vision insurance.
- • Employee assistance program, life insurance, and disability plans.
- • Parental leave, paid time off, 401k, and tuition reimbursement.
- • Flexible workplace supporting work-life balance and hybrid working arrangements.
Skills & Technologies
About CMFG Life Insurance Company
CMFG Life Insurance Company, operating as TruStage, provides life, auto, home, accidental death and health insurance products primarily through credit unions in the United States. A subsidiary of CUNA Mutual Group, the company leverages partnerships with more than 3,000 credit unions to offer simplified-issue term and permanent life policies, as well as property and casualty coverage. Established in 1935, TruStage focuses on serving credit union members with competitively priced, member-centric insurance solutions delivered through digital platforms and direct mail campaigns.
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