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Sales Support Associate

2 months ago

Harrisburg, Pennsylvania, United States Truist Full time
Job Summary

We are seeking a highly skilled Sales Support Associate to join our team at Truist. As a Sales Support Associate, you will play a critical role in providing exceptional support to our producers, ensuring they have the necessary tools and information to succeed in the insurance industry.

Key Responsibilities
  • Provide product and carrier information to producer groups and internal staff.
  • Maintain detailed product and financial knowledge on all carriers.
  • Develop a working knowledge of important software packages (internal and carrier).
  • Run appropriate illustrations based on knowledge of the competitive life insurance environment.
  • Provide producers with illustrations and other marketing materials they may need.
  • Proactively follow-up on all presale activity.
  • Document requested illustrations for sales follow-up utilizing a CRM system.
  • Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
  • Maintain departmental illustration workflows and SLAs on phone and illustration turnaround time.
Requirements
  • Effective interpersonal and written communication skills.
  • Ability to provide excellent customer service to both internal and external customers.
  • Effective time management skills.
  • Ability to prioritize and accomplish multiple tasks simultaneously.
  • Capable of working independently as well as in a team environment.
  • Ability to work in a self-directed fashion.
  • Experience with PCs in a Windows environment.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
  • Ability to analyze problems and develop solutions.
  • Ability to communicate with individuals at all levels of the organization.
  • Bachelor's degree or equivalent education, training, and work-related experience.
  • Excellent telephone etiquette skills.
  • Ability to display maturity, competitiveness, and a good work ethic.
Preferred Qualifications
  • Demonstrated knowledge of the insurance industry, product, and sales processes.
Benefits

As a Truist employee, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-preferred savings accounts. You will also have the opportunity to participate in a 401(k) savings plan and receive paid time off and holidays.

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.