Executive Benefits Program Specialist

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

This position is responsible for supporting the Executive Benefits team by providing sales support, product and participant installation services for insurance, securities, and annuities including new non-qualified deferred compensation, Total Benefit Prefunding, and Charitable Donation Accounts.

This position coordinates with the Executive Benefits teams to gather information, assist in the analysis of client needs, and assist in the design of complex cases using advanced concepts. This role is also responsible to generate and customize product illustrations for new and in-force business using specialized illustration software and customized modeling tools.

Job Responsibilities:

• Work in collaboration with the Executive Benefits team members and carriers to provide coordinated support in fulfilling new business responsibilities to credit unions, participants, and field reps; Maintain contact with these groups to share information, learn their needs and expectations, resolve issues and build effective working relationships

• Accountable to take and submit for processing new applications for life insurance, and annuity products sold through our sales distribution channels

• Participate in identification of process improvement opportunities and recommendations

• Produce and transmit accurate illustrations

• Completes tasks, analyses, and processes related to the following:

  • Gathering and analyzing and reporting investment data

  • Maintaining accuracy and integrity of various applications, systems, and modeling tools

  • Reconciling information from various sources

  • Modeling various scenarios for customers

  • Producing ad-hoc reports

• Understands all aspects of approved carrier’s illustration software

• Understands all aspects of approved carrier’s concepts and products

• Provide product and concept support/options to external customer for basic case design

• Under the direction of leadership, develop and maintain relationships with external product partners

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 Finance, Accounting, Business, or related field

• FINRA Securities Industry Essentials Examination, Series 6 or 7, 63 and investment Advisor Registration (Series 65 or 66), Life, Health and Variable Insurance licenses or ability to obtain within 90 days

• 3+ years of relevant experience

• Life insurance experience, with illustration software experience preferred

• Foundational knowledge of Executive Benefit Plans including Nonqualified Deferred Compensation, Split Dollar, and Total Benefits Pre-funding

• Strong analytical and problem-solving skills

• Ability to build effective relationships

• Ability to clearly communicate both verbally and in writing

• Ability to travel up to 10% depending on business need

#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.