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Truist Regional Director in Harrisburg, Pennsylvania

Req ID: R0042706

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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 Regional Director generates sales revenue to obtain sales quota.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this role. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Recruit new producers into the Crump Independent Channel for Life, Annuity, LTC and DI insurance sales,

Prospect, profile and manage existing producer groups to generate revenue by developing relationships via phone, face to face meetings, agent webinars and email Marketo campaigns,

Focus on high producing agents to improve agent retention and increase productivity, incorporate business travel to meet with highly productive agents and new recruits

Outgoing phone contact daily requirements must be met, as well as in person visits as appropriate and group or individual webinars.

Conduct regular weekly team meetings to update status of recruiting, pending cases and opportunities.

Must enter all activity into CRM, maintain accurate records of all activities to maximize territory potential

Able to successfully maintain and grow a minimum of 20 Tier 1 agents

Produces a consistent blend and promotion of all product lines

Develop a Business Plan with Sales Leadership that details activities to be followed during the fiscal year. Weekly one on ones with Sales Leader

Presents, conducts and organizes seminars for agents in person or via webinar

Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability

Understanding of the underwriting process and is able to navigate a case from presale to placement

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

Acts as a mentor/leader to team members that support agents in book to drive accountability to maintain relationships and grow revenue

Host producer study group meetings twice a year as appropriate

Develop agents to increase business, raise the level of production, capture all product lines an agent writes with the objective to capture as much of an agents business as is possible


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 equivalent education and relevant experience

Effective interpersonal and written communication skills

Direct, constructive, consultative sales approach with producers, with experience in the sales process.

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

Effective time management skills, ability to prioritize and multi task.

Capable of self-direction and working independently as well as in a team environment

Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, advanced concepts and overall industry knowledge

Proven experience in recruiting their own book of agents who write insurance products through candidate

Ability to build, manage and develop strong interpersonal relationships

Excellent prospecting, presentation, and conceptual selling skills

Ability to display maturity, competitiveness, and good work ethic

Typically have at least 5 plus years of successful experience as a Sales Associate and continually achieving or exceeding assigned quotas

Ability to use and maintain computer CRM activity and data regarding customer conversations/opportunities and to use to conduct business activity

Desired Skills:

Life License and Securities registration (Series 6 & 63) along with CLU, ChFC, CFP certifications

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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