Truist Business Insurance Strategist 

United States, Georgia, Atlanta 

131203622

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. Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
2. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
3. Responsible for the generation of life insurance revenue in these channels in the assigned region
4. Support IRM partners in the delivery of marketing programs tailored to client needs
5. 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. Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
14. Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
15. Proficient in consultative sales
16. Excellent presentation skills
17. Life Insurance licensed
1. Advanced designations, such as JD, CFP, CLU, and other industry credentials