Truist External Wholesaler 

United States, North Carolina, Charlotte 

32074225

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. Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
2. Utilize and understand internal resources to capitalize on team results
3. Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
4. 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
5. Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
6. Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
7. Remain contemporary on relevant industry, legislative and tax-related issues
8. Provide feedback from agents on product marketing, processing and other related customer service issues
9. Make required volume of proactive sales calls as required
10. Maintain accurate customer relationship management (CRM) activity recordsThe 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. Exceptional presentation skills
13. Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
14. Ability to quickly build rapport and trust while interacting with clients and delivering presentations
15. Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
16. Strong life product and/or related product experience
17. Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
18. Proven track record of progressive sales quota attainment
1. Life brokerage experience
2. Strong working knowledge of Crump and appropriate channel/account/product line

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.