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Trustage Jobs (NOW HIRING)

Trustage

Counsel (Hybrid)

Madison, WI · Hybrid

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 ...

Trustage

Associate Counsel (Hybrid)

Madison, WI · Hybrid

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 ...

TruStage

Associate Counsel (Hybrid)

Madison, WI · Hybrid

$99K - $149K/yr

TruStage Entry Level Attorney 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 ...

Trustage

Actuarial Analyst III

Madison, WI · Hybrid

$87K - $131K/yr

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 ...

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What are the key skills and qualifications needed to thrive in the Trustage position, and why are they important?

TruStage is an insurance solutions company, so to thrive in a TruStage Insurance Agent role, you need strong sales acumen, knowledge of life and supplemental insurance products, and relevant state insurance licensing. Agents typically use CRM software, online quoting tools, and require ongoing continuing education certifications. Excellent interpersonal skills, active listening, and the ability to build trust with clients are essential for success in this client-facing role. These skills ensure agents can effectively match products to customers' needs, achieve sales goals, and maintain compliance with industry regulations.

What is a TruStage job?

A TruStage job typically refers to a role at TruStage, a company that provides insurance, investment, and financial solutions, primarily for credit unions and their members. Employees in these roles may work in customer service, sales, underwriting, claims processing, or other financial and insurance-related fields. TruStage focuses on helping consumers protect their financial well-being by offering tailored insurance products. Job responsibilities vary but often involve assisting customers, processing policies, or developing financial solutions.

What are common challenges faced by TruStage Insurance Agents and how are they addressed?

TruStage Insurance Agents often encounter challenges such as building a strong client base, addressing customer concerns about coverage options, and staying current with industry regulations. Success in this role involves proactive client outreach, continuous product education, and leveraging support from experienced team members and company-provided resources. Agents are encouraged to participate in ongoing training sessions and seek mentorship from peers to enhance their skills. Overcoming these challenges leads to greater job satisfaction, professional growth, and increased earnings potential.

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Infographic showing various Trustage job openings in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 56% Physical, 35% Hybrid, and 9% Remote job distribution.
Financial Advisor - TruStage Wealth Management

Financial Advisor - TruStage Wealth Management

LPL Financial Holdings, Inc.

Remote

$50K - $70K/yr

Full-time

Posted 5 days ago

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

Credit Union
Financial Advisor - TruStage Wealth Management
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management for financial solutions. This position will offer:
  • The ability to service a book of business upon hire
  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.
Requirements:
  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruStage Wealth Management.
Tracking # 1-05026674
Pay Range:$50,000 - $70,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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