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Truist Insurance Strategist in Dallas, Texas

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors of accounts supported by Crump's Financial Institutions channel.


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. Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.

  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).


Required Qualifications:

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 skills

  2. Ability to provide excellent customer service to both internal and external customers

  3. 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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also 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.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.

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