Director, Advanced Sales

4 weeks ago

Charlotte, North Carolina, United States Truist Full time

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Legal research regarding Life Insurance solution in estate and business planning.
  2. Life Insurance estate and business planning case development.
  3. Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters.
  4. Writing articles and technical materials for agents' use.
  5. Act as a liaison between agents and carrier home offices to facilitate sales.
  6. Support the sale of carrier specific and Crump proprietary advanced sales deliverables.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Superior interpersonal and written communication skills
  2. Ability to provide excellent customer service to both internal and external customers
  3. Effective time management skills
  4. Ability to prioritize and accomplish multiple tasks simultaneously
  5. Capable of working independently as well as in a team environment
  6. Ability to work in a self-directed fashion
  7. Experience with PC's in a Windows environment
  8. Exceptional organizational skills
  9. Knowledge of carrier specific advanced sales concepts
  10. 10 years of experience and/or education with various tax and legal rules pertaining to business and estate planning
  11. Juris Doctor or Doctor of Jurisprudence (J.D.)

Preferred Qualifications:

  1. Estate and business taxation emphasis or CPA

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our Benefits site )

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release )

for details.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.

EEO is the Law )

Pay Transparency Nondiscrimination Provision )

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