Truist High Net Worth Insurance Producer Leader 

United States, Georgia, Atlanta 

213380540

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Production:
a. Prospect new clients.
b. Quote and sell new business.
c. Cross-sell additional products and services
2. Marketing:
a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
3. Customer Service:b. Collect premiums and fees billed, if applicable
4. Corporate Citizenship:
5. Product Knowledge:
a. Build and maintain internal and external knowledge of product and service offerings.
b. Stay abreast of industry trends and pursue continuing education.
6. Other Duties and Responsibilities:
a. Other duties and responsibilities as directed by management.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. Bachelor's degree in applicable business field or equivalent education and related experience
2. Appropriate insurance licenses
3. Three years of insurance industry or other relevant experience
4. Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
5. Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
6. Ability to travel, including overnight
1. Advanced degree
2. Skilled in Office Suite (Excel, Word, PowerPoint)
3. Experienced with Requests for Proposal
4. Certifications in field of endeavor