Regional Insurance Strategist

6 months ago

San Antonio, United States Truist Full time

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. Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
2. Spends time outside the office working face to face with producers to build insurance business.
3. Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.
4. Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.
5. Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.
6. Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.
7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
8. Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.
9. Coordinate and present at training sessions and key meetings.
10. Coordinate within the Crump Sales and business development teams within the territory
11. Interface with support staff for the completion and placement of life insurance with clients

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. Effective 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. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor's degree or equivalent education, training and work-related experience
12. Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
13. Life, Health & Accident active license
14. 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
15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)
16. Ability to develop complete understanding of the underwriting process

Preferred Qualifications:
1. Advanced designations, such as JD, CFP, CLU, and other industry credentials

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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.

  • Revenue Cycle Strategist

    2 days ago

    San Antonio, Texas, United States Christus Health Full time

    At Christus Health, we are seeking a highly skilled Revenue Cycle Strategist to join our team. In this role, you will play a critical part in analyzing and improving revenue cycle processes across the organization.About the RoleThe Revenue Cycle Strategist will be responsible for designing and implementing enterprise-wide and regional revenue cycle data...

  • Chief Content Strategist for News and Regional Programming

    6 days ago

    San Antonio, Texas, United States Univision Full time

    Job OverviewWe are seeking a highly skilled Chief Content Strategist to lead our news and regional programming efforts. This is an exciting opportunity for a seasoned professional to shape the direction of our content and drive engagement with our audience.About the RoleThe successful candidate will be responsible for originating, creating, and producing...

  • Medical Therapy Development Strategist

    6 days ago

    San Antonio, Texas, United States Penumbra Full time

    Company OverviewPenumbra, Inc. is a global healthcare company focused on innovative therapies.Job DescriptionWe are seeking a Medical Therapy Development Strategist to join our team in revolutionizing the treatment of devastating diseases. As a key member of our downstream marketing and customer engagement team, you will drive execution for U.S. marketing...

  • Chief Financial Strategist

    7 days ago

    San Antonio, Texas, United States Hallmark University Full time

    Hallmark University seeks a highly skilled Chief Financial Strategist to lead our financial planning and management efforts. With over 10 years of experience in financial administration, you will provide executive-level direction for budgeting, accounting, and finance operations.Job SummaryWe are seeking an exceptional professional with a strong background...

  • Senior Tax Strategist

    4 days ago

    San Antonio, Texas, United States Gonzalez & Black PLLC Full time

    At Gonzalez & Black PLLC, we're seeking an accomplished Tax Strategist to play a pivotal role in shaping the future of tax strategy.Job Summary:We're looking for a highly skilled and experienced Tax Strategist to join our dedicated team. As a key member of our tax team, you'll be responsible for preparing and filing various tax returns, offering expert tax...

  • Hotel Operations Strategist

    6 days ago

    San Antonio, Texas, United States Marriott Full time

    Job Summary:">The Hotel Operations Strategist is responsible for developing and implementing operational strategies that drive guest satisfaction, employee engagement, and financial performance. This key role leads the operations team to deliver exceptional service, manage profitability, and foster a positive work environment.Key Responsibilities:">Strategic...

  • Senior Payments Data Strategist

    4 days ago

    San Jose, California, United States McAfee Full time

    Unlock Career Growth with McAfeeJob Title:Senior Payments Data Strategist - Remote USAAbout the RoleAre you passionate about leveraging analytics to drive business performance, analyze trends, and predict future outcomes? If so, we're seeking an experienced Senior Payments Data Strategist to join our team.This role offers a unique opportunity to empower...

  • Corporate Communications Strategist

    7 days ago

    San Antonio, Texas, United States Safari Club International Full time

    Job DescriptionSafari Club International is seeking a highly skilled Corporate Communications Strategist to join our team in San Antonio, TX or Washington, DC. As a key member of our marketing and communications department, you will be responsible for developing and executing strategic plans to promote the organization's mission, goals, and values.As a...

  • Business Risk Control Strategist

    4 days ago

    San Antonio, Texas, United States Citigroup Inc Full time

    Citigroup Inc. is a leading global bank with a rich history of innovation and growth.Join us as a Business Risk Control Strategist, responsible for managing and supporting multiple risk and control programs across the organization.This strategic role requires a strong understanding of business risk management principles and the ability to develop and...

  • Director, Client Strategist

    3 weeks ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Director, Client Strategist

    3 weeks ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Director, Client Strategist

    1 week ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Cyber Insurance Marketing Strategist

    6 days ago

    San Francisco, California, United States Resilience Full time

    About Cyber ResilienceCyber Resilience is a cutting-edge cyber risk company revolutionizing the way enterprises approach cyber resilience. Founded by experts from the US military and intelligence communities, we've developed innovative solutions to help financial, risk, and information security leaders improve their organizations' cyber resilience.Backed by...

  • Insurance Sales Representative

    7 days ago

    San Antonio, Texas, United States Fred Loya Insurance Full time

    Customer Service RepresentativeWe are seeking a motivated and experienced Customer Service Representative to join our team at Fred Loya Insurance.The ideal candidate will be responsible for selling new auto insurance policies, renewing policies, and servicing existing policies.Responsibilities:Provide professional, courteous service to internal and external...

  • Director, Client Strategist

    3 weeks ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Director, Client Strategist

    4 weeks ago

    San Francisco, United States BNY Mellon Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Senior Commercial Lines Insurance Strategist

    2 days ago

    San Francisco, California, United States Diedre Moire Corp. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Commercial Lines Insurance Strategist to join our team at Diedre Moire Corporation. This is an exciting opportunity for a seasoned professional to develop and implement go-to-market business strategies for new product coverages, packages, and features for small and medium-sized business...

  • Marketing and Content Strategist

    7 days ago

    San Antonio, Texas, United States Knight Office Solutions Inc Full time

    We are seeking a highly skilled Marketing and Content Strategist to join our team at Knight Office Solutions Inc.Job SummaryThe successful candidate will be responsible for developing and executing marketing campaigns, creating engaging content, and managing social media platforms. This is an excellent opportunity for a creative and organized individual to...

  • Community Engagement Strategist

    6 days ago

    San Antonio, Texas, United States TINT Full time

    Job SummaryWe are seeking a highly skilled Community Engagement Strategist to join our team at TINT. This role will play a vital part in empowering our customers to attract new audiences, engage and mobilize existing consumers, and build brand-owned communities that generate authentic user-generated content and reviews.The successful candidate will be...

  • Corporate Financial Strategist

    6 days ago

    San Antonio, Texas, United States HEP Services LLC Full time

    Job Title: Corporate Financial StrategistAbout the Role:This position is responsible for developing and executing financial strategies to support the company's growth and profitability. The successful candidate will have a strong background in corporate finance, excellent analytical skills, and the ability to communicate complex financial concepts...