Insurance Business Development Specialist

1 week ago


San Antonio, Texas, United States Truist Full time
Job Title: Insurance Business Development Specialist

Company: Truist Financial Corporation

Job Description:

As a Sales Support and Insurance Development Professional at Truist Financial Corporation, you will be responsible for providing support to the Sales Director, Vice President, and/or Senior Vice President and assigned firms. You will work closely with producers outside the office to build insurance business. Your key responsibilities will include assisting in producing sales proposals, coordinating marketing seminars, maintaining sales database, and implementing marketing programs. Additionally, you will be required to have a clear understanding of financial services firms, life insurance products, and be able to explain and guide advisors in selling the appropriate life insurance product.

Key Responsibilities:

  • Provide support to Sales leadership and assigned firms
  • Work face to face with producers to build insurance business
  • Assist in producing needs analysis and sales proposals
  • Coordinate marketing seminars and maintain sales database
  • Assist in implementing marketing programs
  • Explain life insurance products and sales opportunities to advisors
  • Communicate effectively with advisors and clients
  • Coordinate training sessions and key meetings

Required Qualifications:

  • Effective communication skills
  • Customer service orientation
  • Time management and multitasking abilities
  • Proficiency with basic computer applications
  • Bachelor's degree or equivalent experience
  • FINRA registrations and active insurance license
  • Direct life insurance selling experience
  • Knowledge of estate planning and insurance forms

Preferred Qualifications:

  • Advanced industry designations

Benefits:

Truist Financial Corporation offers medical, dental, vision, life insurance, disability, and a 401k plan to eligible employees. Additionally, teammates receive vacation days, sick days, and paid holidays.



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