Truist Regional Insurance Strategist in Atlanta, Georgia
Req ID: R0050195
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position will be remote, but the candidate needs to live in Georgia, Alabama or Tennessee.
Essential Duties and Responsibilities:
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.
Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team
Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs
Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
Responsible for the generation of life insurance revenue in these channels in the assigned region
Support Regional Account Executive in the delivery of marketing programs tailored to channel needs
Develop relationships with Wealth Advisory and commercial banking teams in the assigned regions
Interface with support staff for the completion and placement of life insurance on bank clients
Required Skills and Competencies:
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.
Five years experience in retail life insurance sales or institutional point of sale
Effective interpersonal and written communication skills
Ability to articulate and apply advanced wealth transfer and business planning concepts; understanding of related tax and financial implications of concepts to individual situations
Proficient in consultative sales
Capable of working independently as well as in a team environment; self-directed
Excellent presentation skills
Four year college degree in business or a related field or equivalent combination of education and relevant experience
Advanced related degree helpful (CLU, ChFC, CFP, etc)
Life Insurance licensed and FNRA registered
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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