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Regional Insurance Strategist
2 months ago
We are seeking a highly skilled Regional Insurance Strategist to join our team at Truist. As a key member of our organization, you will be responsible for building relationships and initiating new sales in assigned territories. Your expertise in selling estate, business, charitable, and life insurance concepts and ideas will be essential in driving business growth and revenue.
Key Responsibilities- Develop and implement sales strategies to achieve business objectives
- Build and maintain strong relationships with financial advisors and clients
- Provide expert advice on life insurance products and solutions
- Assist in producing needs analysis, sales proposals, and sales illustrations
- Coordinate marketing seminars and maintain sales databases
- Ensure applications are processed and verify issued contracts
- Stay up-to-date with industry trends and developments
- Bachelor's degree or equivalent education, training, and work-related experience
- Three years of direct life insurance selling experience in the field directly with clients and/or five years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
- Proven experience and ability to explain estate planning, insurance planning, and deferred compensation to financial advisors
- Ability to develop a complete understanding of the underwriting process
- FINRA registrations (e.g., Series 6 and 63) and Life, Health & Accident active license
- Advanced designations, such as JD, CFP, CLU, and other industry credentials
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 deferred compensation plan and/or have an ownership interest in Truist in the form of profits interest or capital interest.
Equal Opportunity EmployerTruist 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.
