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Senior Wealth Insurance Advisor

2 months ago

Atlanta, Georgia, United States Truist Full time
Position Overview

This role entails identifying and acquiring new clientele, facilitating the sale of insurance products, and enhancing client portfolios through additional offerings. The ideal candidate should possess a Bachelor's degree in a related discipline, hold the necessary insurance certifications, and have a minimum of three years of relevant experience in the insurance sector. This position demands a proactive individual with excellent interpersonal skills and a solid understanding of basic software applications. Occasional travel may be necessary.

Key Responsibilities
  • Identify and engage potential clients
  • Provide quotes and finalize new insurance policies
  • Introduce supplementary products and services to existing clients
  • Collaborate with Relationship Executives to devise marketing initiatives
  • Offer expert advice and ensure that client requirements are fulfilled
  • Foster positive relationships between clients and the organization
  • Continuously enhance product knowledge
  • Perform additional tasks as assigned by management
Qualifications
Mandatory:
  • Bachelor's degree or equivalent experience
  • Valid insurance licenses
  • Minimum of three years in the insurance industry
  • Self-driven with exceptional communication abilities
  • Proficient in Microsoft Office Suite
  • Willingness to travel, including overnight trips
Desirable:
  • Advanced academic qualifications
  • Expertise in Office Suite applications (Excel, Word, PowerPoint)
  • Experience with Requests for Proposal
  • Relevant professional certifications
Compensation and Benefits

Truist Financial Corporation provides a robust benefits package, which includes health, dental, and vision insurance, life insurance, disability coverage, savings plans, and a 401k retirement plan. Paid time off encompasses vacation days, sick leave, and holidays.