Regional Insurance Strategist

3 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.

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