Truist Family Risk Manager in Miami, Florida
Req ID: R0032705
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
To partner with Community Leaders, Centers of Influence, Professional (i.e. CPA, real estate, mortgage, financial planners, CEO’s, etc.) and BB&T Wealth Management Advisors in providing clients/prospects with a comprehensive insurance risk review and analysis for their personal insurance; to sell these clients/prospects property and casualty insurance when appropriate; and to retain them as long-term clients of BB&T Insurance Services, Inc.
Essential Duties and Responsibilities:
The 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.
Develop relationships with Wealth and Private Banking Advisors and other IRM partners to enhance opportunities for new referrals/introductions. Majority of time spent outside of office developing business referral relationships and generating new sales.
Integrate the BB&T Corp. IRM philosophy into daily sales activities to increase new sales and cross-referrals. Build relationships with centers of influence within the bank such as Commercial Lenders, Loan Officers. Included in this effort should be relationships within BB&T Insurance (CL producers, EB producers, etc.)
Adhere to all new procedural/system changes to enhance maximum efficiency.
Maintain all necessary educational classes and other training as deemed appropriate by manager and as required for property/casualty licenses.
New business sales goals will be mutually agreed upon with manager.
Maintain a growing book of business comprised primarily of multi-policy accounts with account commission size in excess of $500.
Engage in Community organizations and non-profit groups (in a leadership capacity) to make the organization and community stronger, as well as identifying and developing additional centers of influence and referral sources.
Manage calendar to proactively meet with potential referral sources, prospects, and clients.
Develop annual business plan as a method of identifying S.W.O.T, and opportunities to meet sales objective.
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.
Undergraduate degree preferred, or high school graduate and a minimum of five years insurance industry experience or equivalent sales/ education or related training/experience
Proven track record of annual new sales
Strong interpersonal skills/professional attitude and ability to build/maintain relationships
Strong team player ethics and willingness to help all reach goals
Ability to mentor/train new sales employees
Appropriate insurance licenses
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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