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    High Net Worth Insurance Producer Leader - Atlanta, United States - Truist Financial

    Truist Financial
    Truist Financial Atlanta, United States

    4 weeks ago

    Default job background
    Description
    The 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 to Accessibility (accommodation requests only; other inquiries won't receive a response).

    Regular or Temporary:

    Regular

    Language Fluency: English (Required)

    Work Shift:

    1st shift (United States of America)


    Please review the following job description:


    Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate.

    Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction.

    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.

    Production:
    a. Prospect new clients.
    b. Quote and sell new business.
    c. Cross-sell additional products and services

    Marketing:
    a.

    Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.


    Customer Service:
    a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.
    b. Collect premiums and fees billed, if applicable

    Corporate Citizenship:
    a. Promote and maintain good client, company, and fellow employee relations.
    b. Promote the company image through civic, social, and business activities, and endeavors.

    Product Knowledge:
    a. Build and maintain internal and external knowledge of product and service offerings.
    b. Stay abreast of industry trends and pursue continuing education.

    Other Duties and Responsibilities:
    a. Other duties and responsibilities as directed by management.

    QUALIFICATIONS

    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.

    • Bachelor's degree in applicable business field or equivalent education and related experience
    • Appropriate insurance licenses
    • Three years of insurance industry or other relevant experience
    • Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
    • Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
    • Ability to travel, including overnight
    Preferred Qualifications:


    • Advanced degree
    • Skilled in Office Suite (Excel, Word, PowerPoint)
    • Experienced with Requests for Proposal
    • Certifications in field of endeavor
    General Description of Available Benefits for Eligible Employees of


    TIH:

    All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position.

    TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits.

    All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21.

    Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

    For more details on TIH's generous benefit plans, please visit our Benefits site.

    Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest.

    As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    This position is part of TIH.

    Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.


    TIH Insurance Holdings, LP (TIH) 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.

    TIH is a Drug Free Workplace.

    EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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