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Truist Regional Specialist in Thousand Oaks, California

Req ID: R0033927

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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 associates will spend significant time outside the office building relationships and initiating new sales in the territories they support. This support includes discussing estate, business, charitable and life insurance concepts and ideas with Financial Advisors both in person as well as over the phone; following –up on materials sent out, assisting Advisors in selling these ideas and products to their clients; assisting those Advisors through the life insurance underwriting process once the sale is made. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory(s). The RS is also responsible for learning to manage their daily activities and responsibilities in an efficient, productive and professional manner. Position will be remote in this territory. Must have a FINRA 6/63.

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.

  1. Provides support to VP/Sr. VP of Sales and assigned Firms.

  2. Spend 60% of your time outside the office working with producers to build existing and new business.

  3. Assists in producing needs analyses, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; processes applications and verifies issued contracts prior to distribution to Advisors and policy holders

  4. Possess a clear understanding and knowledge of our wire house firms, their requirements and TIME’s supporting role within their systems.

  5. Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.

  6. Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.

  7. Be able to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035

  8. exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts to a financial advisor).

  9. Be able to communicate in writing or over the phone in a professional and effective manner to the Advisor and the client. .Have a complete understanding of the underwriting process and the RS role within it.

  10. Be able to manage the daily work load efficiently and effectively. Have very strong task management and time management skills. Coordinate and present at training sessions and key meetings.

  11. Support any other TIME initiatives as required.

  12. Willingness to travel and be outside the office 60% of the time

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.

  1. High School Diploma (required) and 2-4 years of college level or equivalent classes preferred, not required.

  2. A Life, Health & Accident active license and an active securities license (Series 6 & 63 at a minimum) to sell variable products.

  3. Completion of some industry courses is preferred but not required.

  4. Minimum Experience required: Minimum of three (5) years direct life insurance selling experience in the field directly with clients and/or five (7) plus years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform.

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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