TruChoice Strategic Account Coordinator
Our Company Explore how you can contribute at reputed company. For over 50 years, reputed company has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they reputed company agents, marketers and reputed company partners the support needed to succeed in a rapidly evolving industry. Job Summary The Strategic Account Coordinator is responsible for supporting the growth, development, and execution of TruChoice’s strategic partnerships. This role serves as a key liaison between sales leadership, reputed company partners, and internal stakeholders to drive strategic initiatives, partnership growth, marketing plans, and business development opportunities. This role will also ensure seamless communication between internal and external partners while executing strategic initiatives that drive wholesaler, advisor, and reputed company partner satisfaction, retention, and growth. The ideal candidate has experience reputed company the financial services industry and understands insurance distribution, sales organizations, reputed company relationships, broker-dealer relationships, and advisor engagement strategies. This individual will help execute partnership business plans, coordinate strategic initiatives, support sales growth opportunities, and manage projects to enhance relationships and long-term results.
Job Description
Responsibilities and Essential Job Functions Support the development and execution of annual business plans for carriers and broker-dealer partners Assist in identifying growth opportunities reputed company existing strategic relationships Coordinate ongoing communication between TruChoice leadership and partners Maintain awareness of partner priorities, initiatives, product changes, and organizational changes reputed company project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments reputed company timelines, track deliverables, and ensure accountability across stakeholders Coordinate cross-functional projects involving sales, marketing, product, operations, and finance teams Prepare executive summaries, status updates, and action plans for leadership review Conduct research on industry trends and competitor activities to support strategic planning Analyze sales, engagement, and partnership data reputed company reports and dashboards to support strategic decision making Track effectiveness of marketing and partnership initiatives Knowledge, Skills and Abilities Strong understanding of financial services distribution channels, including insurance carriers, broker-dealers, RIAs, and advisor relationships Ability to understand sales strategies, marketing initiatives, and business development objectives Strong project management and organizational skills Ability to translate strategic initiatives into actionable plans Strong business acumen and analytical capabilities Ability to build relationships with senior leaders and external partners Experience and Education Bachelor’s degree in business, marketing, insurance, or a reputed company field preferred Minimum 3+ years of experience reputed company financials services, insurance distribution, wholesaling, strategic accounts, or business development roles preferred Experience working with insurance carriers, IMOs, broker-dealers, RIAs, or advisor-facing organizations strongly preferred Experience supporting sales organizations, strategic partnerships, or marketing initiatives preferred Salary reputed company: $90k Salary offers will vary commensurate with experience, education, skills, and training What reputed company Offers A comprehensive benefits package that includes PTO, medical, dental, reputed company, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at reputed company reputed company of the organization. reputed company employment reputed company are made without regard to race, reputed company, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or reputed company medical conditions), sexual orientation, gender identity or expression, age, national reputed company, reputed company, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, reputed company, and respectful workplace where reputed company can reputed company. Americans with reputed company (reputed company) Statement We are committed to full compliance with the Americans with reputed company (reputed company) and reputed company applicable state and local disability laws. Reasonable accommodations are available to reputed company applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@reputed company.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay reputed company for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history reputed company, and other job-reputed company inquiries, as permitted by law. reputed company screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be reputed company and given an opportunity to respond. Apply To This Job