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Truist Wholesaler in Harrisburg, Pennsylvania

Req ID: R0073369

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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/or other related insurance products to agents, clients, and/or accounts nationwide through digital, face to face visits to 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 for a defined sales channel

  • Utilize and understand internal resources to capitalize on team results

  • Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements

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

  • Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan

  • Work with and maintain strong working partnerships with Crump’s operations teams (contracting, 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

  • Maintain accurate customer relationship management (CRM) activity records


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.

  • 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

  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products

  • Ability to analyze problems and develop solutions

  • Ability to communicate with individuals at all levels of the organization

  • Bachelor’s degree or equivalent education, training and work-related experience

  • Exceptional presentation skills

  • Minimum two years of successful sales experience with life insurance products in the insurance industry or related financial services industry

  • Ability to quickly build rapport and trust while interacting with clients and delivering presentations

  • Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics

  • Strong life product and/or related product experience

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

  • Proven track record of progressive sales quota attainment

Preferred Qualifications:

  • Life brokerage experience

  • Strong working knowledge of Crump and appropriate channel/account/product line

Truist 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. Truist is a Drug Free Workplace.

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