Lending Solutions Specialist, Select

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

Job Responsibilities: 
 

• Engage and execute with Account Executive for account team planning, prospecting, and pipeline management in assigned customer accounts (territory).
• Work closely with Account Executive 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 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 Account Executive and to customers.
• Communicate with TruStage 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.

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 related field or equivalent work experience.
• 4 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. 
• 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.
• 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 10% travel required

#LI-EG

#LI-Remote

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:

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.