Truist Insurance Strategist 

United States, Pennsylvania, Harrisburg 

230410762

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.2. Manage daily activities and drive sales activity and pending business.
3. Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
4. Complete insurance applications and take responsibility for following cases thorough the underwriting process.
5. Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
6. See all sales activity through towards product purchase
7. Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).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 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. Two years of direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
13. Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions
14. Proven sales track record of hitting establish sales quotas in the insurance industry
15. Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
16. Active Life and Health insurance license
17. Knowledge of the underwriting process