Truist Regional Director 

United States, Ohio, Columbus 

105705184

Regular or Temporary:

English (Required)

1st shift (United States of America)The Regional Director generates sales revenue to obtain sales quota.

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. Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business

3. Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota

4. Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production

5. Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base

6. Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan

7. Maintain a consistent blend of Permanent versus Term business

8. Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies

9. Remain contemporary on relevant industry, legislative and tax-related issues

10. Provide feedback from agents on product marketing, processing and other related customer service issues

11. Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production

12. Maintain accurate customer relationship management (CRM) activity records

13. Presents, conducts and organizes seminars for agents

14. Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the Underwriting process and is able to navigate a case from presale to placement

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

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 products9.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. Excellent prospecting, presentation, and conceptual selling skills

13. Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas

14. Successful sales experience in the insurance brokerage industry

15. Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts

16. Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue

Preferred Qualifications:
1. Life insurance license

2. FINRA securities registration

3. CLU, ChFC, and CFP certifications

General Description of Available Benefits for Eligible Employees of TIH:
. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.