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Truist Internal Sales Consultant - Hanleigh in Windsor, Connecticut

Req ID: R0039655

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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:

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. The Internal Sales Consultant proactively calls agents and recruits new agents to build a book of business. This position ensures constant communication with all members of the team as well as with the producers working to develop strong relationships and promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Hanleigh resources.

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. Successfully build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.

  2. Coordinate with aligned team and producers to run insurance illustrations and suggest and implement creative solutions.

  3. Assist to incrementally grow book of aligned business to reflect strategic organizational business plan requirements.

  4. Maintain proactive sales relationships with aligned producers/agents/brokers and/or assigned accounts through ongoing producer profiling, constant relationship-building, and refining and refreshment of their agent/broker base

  5. Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential

  6. Partner with External Sales Consultants on all aspects of producer development and maintenance of business.

  7. Be able to call on tier 2 & 3 agents in a sales capacity (defined as those generally not serviced in-person)

  8. Maintain a proactive and supportive relationship with the Sales, Underwriting, and Operations teams and internally aligned corporate solution centers.

  9. Lead regular team meetings and establish team priorities with the sales team.

  10. Prepare monthly forecast, discuss hot list of cases each month, and ensure that each team member is aware of their responsibilities.

  11. Maintain a working knowledge of pending priority cases and be able to close those cases as necessary. Develop expert knowledge of core Hanleigh products, carriers, and corporate resources.

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. Bachelor's degree in business or equivalent education and relevant experience

  2. Effective interpersonal and written communication skills

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

  4. Effective time management skills

  5. Ability to prioritize and accomplish multiple tasks simultaneously

  6. Capable of working independently as well as in a team environment

  7. Ability to work in a self-directed fashion

  8. Experience with PC's in a Windows environment

  9. Detail oriented, take-charge person with excellent relationship building skills and strong technical (computer) skills

  10. Well-developed life insurance product knowledge

  11. Understanding of sales concepts, corresponding illustrations, and the underwriting process helpful

  12. Understanding of commissions and client service process

  13. Proficient skill in use of Microsoft office applications, with specific skill applied to Excel and Access including programming and advanced knowledge of functions, data transformation to deliver unique insights

  14. Experience with database management

  15. Excellent organizational and time management skills; ability to manage multiple priorities

  16. Strong negotiation skills with the ability to use advanced judgment in problem solving

  17. Ability to travel, occasionally overnight

Desired Skills:

  1. Two years of work experience in the Disability or Life insurance industry

  2. Exposure to either Group Insurance solutions or Executive Benefits consulting

  3. State 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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