Truist Regional Insurance Strategist 

United States, Massachusetts, Boston 

340713490

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. 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.11. Interface with support staff for the completion and placement of life insurance with clientsThe 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 skills3. 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
1. Advanced designations, such as JD, CFP, CLU, and other industry credentials

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.