Job Details

ID #46068268
State Washington
City Seattle-tacoma
Full-time
Salary USD TBD TBD
Source Truist
Showed 2022-09-28
Date 2022-09-29
Deadline 2022-11-27
Category Et cetera
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Regional Specialist

Washington, Seattle-tacoma, 98101 Seattle-tacoma USA

Vacancy expired!

Req ID: R0069070The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes 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.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.

Spends time outside the office working face to face with producers to build insurance business.

Assists in producing needs analysis, 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; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.

Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.

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.

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.

Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.

Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.

Coordinate and present at training sessions and key meetings.

Coordinate within the Crump Sales and business development teams within the territory

Interface with support staff for the completion and placement of life insurance with clients

QUALIFICATIONSRequired 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

Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)

Life, Health & Accident active license

Three years of direct life insurance selling experience in the field directly with clients and/or five years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform

Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)

Ability to develop complete understanding of the underwriting process

Preferred Qualifications:Advanced designations, such as JD, CFP, CLU, and other industry credentials

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.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify© 2017 SunTrust Banks, Inc. All rights reserved.SunTrust is federally registered service marks of SunTrust Banks, Inc.

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