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Truist External Wholesaler in Fort Worth, Texas

Req ID: R0044680

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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:

Develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and other related insurance products to National Account agents nationwide through strategic face to face visits to national account conferences, meetings, agencies and agents directly.

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.

Prospect and profile producers for new and existing insurance sales opportunities

Utilize and understand internal resources to capitalize on team results

Works at improving both product and professional skills by participating and facilitating in training sessions within Crump and through National Account efforts

Incrementally grow book of business to reflect strategic business plan requirements

Maintain proactive sales relationships with producers of respective territory and/or assigned accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base

Maintain proactive sales relationship with account, agencies, agency managers and agents directly through strategic face to face meetings

Maintain and track regular, requisite sales activity including, but not limited to: National Account annual meetings, agency meetings, top producer events, operations training meetings and other onsite events, sales ideas, product/service updates and fulfillment, thank you calls, up-sells, cross-sells

Work with Crump internal client service process (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies

Remain contemporary on relevant industry, legislative and tax-related issues

Provide feedback from agents on product marketing, processing and other related customer service issues

Make required volume of proactive sales calls and office visits as required

Work with National Account management in the overall promotion of Crump Life Insurance Services

Increase strength in relationships with current National Accounts sales hierarchy

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.

Bachelor's degree in business or a related field or equivalent combination of education and relevant experience

Two years sales experience in the life insurance and/or related industry

Effective interpersonal and written communication skills

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

Effective time management skills

Ability to prioritize and accomplish multiple tasks simultaneously

Capable of working independently as well as in a team environment

Ability to work in a self-directed fashion • Experience with PC's in a Windows environment

Ability to quickly build rapport and trust in face to face client presentations

Exceptional presentation skills • Disciplined approach to the sales process

Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications

Effective interpersonal and written communication skills

Proven track record of progressive sales quota attainment

Demonstrated ability to proactively and positively accomplish multiple tasks simultaneously

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.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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