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Truist Sales Support Associate 
United States, Pennsylvania, Harrisburg 
452475357

21.07.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.


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. Provide product and carrier information to the producer groups as well as internal staff.
2. Maintain detailed product and financial knowledge on all carriers.
3. Develop a working knowledge of important software packages (internal and carrier)
4. Run appropriate illustrations based on knowledge of the competitive life insurance environment
5. Provide producers with illustrations and other marketing materials they may need
6. Proactively follow-up on all presale activity
7. Document requested illustrations for sales follow-up utilizing a CRM system
8. Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training
9. Maintain departmental illustration workflows and SLA's on phone and illustration turnaround timeThe 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 PCs 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. Excellent telephone etiquette skills
13. Ability to display maturity, competitiveness, and a good work ethic
1. Demonstrated knowledge of Insurance industry, product and sales processes

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.