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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Counsel (Hybrid)
Madison, WI · On-site
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 ...
Counsel (Hybrid)
Madison, WI · On-site
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 ...
Financial Advisor - CEFCU
Normal, IL · On-site
This employment opportunity at TruStage located at CEFCU in Normal, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model ...
Financial Advisor - CEFCU
Normal, IL · On-site
This employment opportunity at TruStage located at CEFCU in Normal, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model ...
Financial Advisor - Teachers Federal Credit Union
Nesconset, NY · Hybrid
$50K - $80K/yr
This employment opportunity at TruStage located at Teachers Federal Credit Union in Nesconset, NY would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and ...
Financial Advisor - Teachers Federal Credit Union
Nesconset, NY · Hybrid
$50K - $80K/yr
This employment opportunity at TruStage located at Teachers Federal Credit Union in Nesconset, NY would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and ...
Associate Counsel (Hybrid)
Madison, WI · On-site
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 ...
Associate Counsel (Hybrid)
Madison, WI · On-site
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 ...
This employment opportunity at TruStage located at Interra Credit Union in Goshen, IN would allow you to join Interra Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at Interra Credit Union in Goshen, IN would allow you to join Interra Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial Advisor working for TruStage and associated ...
This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial Advisor working for TruStage and associated ...
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 ...
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 ...
This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit ...
This employment opportunity at TruStage located at Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit ...
Financial Advisor - CEFCU
Decatur, IL · On-site
This employment opportunity at TruStage located at CEFCU in Decatur, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model ...
Financial Advisor - CEFCU
Decatur, IL · On-site
This employment opportunity at TruStage located at CEFCU in Decatur, IL would allow you to join CEFCU as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model ...
Financial Advisor - Franklin Mint Federal Credit Union
Paoli, PA · On-site
$70K - $100K/yr
This employment opportunity at TruStage located at Franklin Mint Federal Credit Union in Paoli, PA would allow you to join Franklin Mint Federal Credit Union as a Financial Advisor working for ...
Financial Advisor - Franklin Mint Federal Credit Union
Paoli, PA · On-site
$70K - $100K/yr
This employment opportunity at TruStage located at Franklin Mint Federal Credit Union in Paoli, PA would allow you to join Franklin Mint Federal Credit Union as a Financial Advisor working for ...
Financial Advisor - Southeast Financial Credit Union
Nashville, TN · On-site
$80K - $110K/yr
This employment opportunity at TruStage located at Southeast Financial Credit Union in Nashville, TN would allow you to join Southeast Financial Credit Union as a Financial Advisor working for ...
Financial Advisor - Southeast Financial Credit Union
Nashville, TN · On-site
$80K - $110K/yr
This employment opportunity at TruStage located at Southeast Financial Credit Union in Nashville, TN would allow you to join Southeast Financial Credit Union as a Financial Advisor working for ...
Annuity Contact Center Representative III (Hybrid: Madison, WI/Waverly, IA)
Madison, WI · On-site
$46K - $69K/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 ...
Annuity Contact Center Representative III (Hybrid: Madison, WI/Waverly, IA)
Madison, WI · On-site
$46K - $69K/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 ...
This employment opportunity at TruStage located at Erie Federal Credit Union in Erie, PA would allow you to join Erie Federal Credit Union as a Financial Advisor working for TruStage and associated ...
This employment opportunity at TruStage located at Erie Federal Credit Union in Erie, PA would allow you to join Erie Federal Credit Union as a Financial Advisor working for TruStage and associated ...
This employment opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together Credit Union as a Financial Advisor working for TruStage and associated with ...
This employment opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together Credit Union as a Financial Advisor working for TruStage and associated with ...
This employment opportunity at TruStage located at 7 17 Credit Union in Streetsboro, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at 7 17 Credit Union in Streetsboro, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL ...
This employment opportunity at TruStage located at Oklahoma Central Credit Union in Tulsa, OK would allow you to join Oklahoma Central Credit Union as a Financial Advisor working for TruStage and ...
This employment opportunity at TruStage located at Oklahoma Central Credit Union in Tulsa, OK would allow you to join Oklahoma Central Credit Union as a Financial Advisor working for TruStage and ...
Trustage information
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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 21 days ago
TruStage rating
9.3
Based on 13 frontline employees who took The Breakroom Quiz
15th of 281 rated insurance
Job description
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 Responsibilities:
Business Case Development:
- Aid in the creation of business case, including initiative definition, size, success criteria, benefits, and stakeholder identification, by leveraging solution architecture and product management.
- Support the Business owner to shepherd the initiative(s) through the approval process.
Planning & Execution:
- Provide context of the initiative and plan the work with the delivery team(s), including defining the relevant features.
- Ensure the technology roadmap aligns with the initiative vision and future capabilities.
- Advocate for the initiative as a stakeholder to the delivery team(s) in backlog refinement and priority.
- Develop plans, including scope, objectives, timelines, milestones, and resource allocation. Align and integrate with Product Owners and Delivery Managers.
- Participate in release planning by influencing the release roadmap, communicating dependencies and tracking release targets.
- Coordinate internal resources and third parties/vendors across execution areas.
- Coordinate activities with other IT teams, Shared Services teams, and business partners to ensure all activities to deliver the initiative are managed while monitoring progress against the overall roadmap needs and dependencies.
- Define and track key performance indicators (KPIs) to monitor initiative performance and success.
- Provide post-implementation support and manage transition to operational teams.
Stakeholder Management:
- Provide regular updates to stakeholders and senior management on progress, risks, and issues.
- Facilitate communication and collaboration among project team members and stakeholders.
- Ensure connection and alignment with business and technical leaders.
Solution Development:
- Provide technology thought leadership including identification of technology enablers, future technical complexity, dependencies, and risks while minimizing technical debt introduction.
- Lead vendor relationship for non-internally developed technology solutions, services or components used by the technology solution.
- Establish Service Level Agreements (SLA) in support of business objectives ensuring they meet key performance metrics.
- Prepare the solution for transition to production and operationalize within IT to ensure the technology solution continues to be incrementally maintained in a simplified, streamlined, and cost-effective manner.
Risk Management:
- Identify, assess, and manage risks and issues.
- Develop and implement risk mitigation strategies to ensure successful initiative outcomes.
Budget and Resource Management:
- Support the processes for initiative financial management, including budgets, forecasting, tracking, and reporting expenses.
- Determine competencies and skills necessary to develop and support the technology solution.
- Allocate and manage incremental resources (if applicable) effectively to ensure optimal utilization and productivity.
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 Management Information Systems or Computer Science or equivalent combination of education and/or related professional work experience with demonstrated achievement and progressive responsibilities.
- 8+ years of experience in technical project management, with experience in managing technical projects, preferably in the insurance industry.
- 3+ years' experience as a project lead working in an agile environment.
- Proficiency in agile project management tools (e.g., AzureDevOps, Trello).
- Excellent communication skills, both written and verbal. Proven ability to clearly and effectively communicate business and technical information, and effectively mediate in situations where conflict arises.
- Understanding of how and when to escalate issues to the appropriate levels within the organization.
- Strong understanding of project management methodologies (e.g., Agile, Waterfall) and best practices.
- Ability to manage multiple priorities, direct a plan and meet deliverable expectations.
- Demonstrated ability to work collaboratively with individuals and teams across the organization to meet complex business needs.
- Demonstrated ability to navigate the organization and influence key stakeholders.
- Demonstrated ability to mitigate risks proactively and resolve issues.
- Excellent problem solving and analytical skills.
Physical Job Analysis:
While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone.The employee is frequently required to move about and reach for items.The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
#LI-SW
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:
$125,100.00 - $187,700.00At 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.
About TruStage
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Madison, WI, US
Year founded
1935