TruStone is looking to hire a Sales & Marketing Specialist to join our team! We are actively seeking candidates to fill a current, open position.

The Sales and Marketing Specialist role is a full-time position requiring teamwork and attention to detail. The objective of this role is to provide our advisors with quotes, product support, educational opportunities, and marketing strategies to expand their business practices. The ideal candidate will be able to work effectively in a team and independently in their role, with a desire to learn and develop their skills.

About us

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

Why pursue this opportunity

• Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
• Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.
• Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

Individual Insurance Sales Support – provide quotes, new business and inforce illustrations using a variety of software programs including but not limited to:

• LifeGuide
• Carrier Illustration Software
• Cannex
• Life Design Analysis

Product Knowledge – must be well versed in the life and living benefits insurance products offered from all carriers TSF holds a contract with

Technical Support – training our advisors and their admin staff on our back-office portal, WealthServ, in addition to our carrier portals and TSF digital resources

Continued Education – help advisors obtain CE Credits

Support the onboarding process for new advisors - including sending welcome communications, providing system access information, and offering guidance on internal processes as needed.

Sales Reports - generate reports using Excel and ensure accurate tracking of campaign performance and advisor reward metrics.

Project Management – work independently and as a team on a variety of sales initiatives and projects to expand the sales and marketing department and boost production.

What we’re looking for you to have

• Minimum of a High School Diploma required
• Post Secondary degree in a related field preferred
• Well-developed verbal and written communication skills
• Excellent critical thinking and problem-solving skills required
• Strong interpersonal skills with a positive, solution-oriented attitude.
• Customer-focused mindset with a commitment to supporting advisors with professionalism and care.
• Strong attention to detail/accuracy
• Ability to work well independently and as team member
• Computer skills and proficiency with Microsoft 365 suite required
• Knowledge of insurance or investments an asset

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:

• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off

Get to know us

TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in