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External Wholesaler
Location:
Dallas, TX
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: Develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. 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. Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center2. Utilize and understand internal resources to capitalize on team results3. Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements4. Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base5. Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan6. Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies7. Remain contemporary on relevant industry, legislative and tax-related issues8. Provide feedback from agents on product marketing, processing and other related customer service issues9. Make required volume of proactive sales calls as required10. Maintain accurate customer relationship management (CRM) activity records 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.1. Effective interpersonal and written communication skills2. Ability to provide excellent customer service to both internal and external customers3. Effective time management skills4. Ability to prioritize and accomplish multiple tasks simultaneously5. Capable of working independently as well as in a team environment6. Ability to work in a self-directed fashion7. Experience with PC's in a Windows environment8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products9. Ability to analyze problems and develop solutions10. Ability to communicate with individuals at all levels of the organization11. Bachelor's degree or equivalent education, training and work-related experience12. Exceptional presentation skills13. Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry14. Ability to quickly build rapport and trust while interacting with clients and delivering presentations15. Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics16. Strong life product and/or related product experience17. Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications18. Proven track record of progressive sales quota attainment Preferred Qualifications: 1. Life brokerage experience2. Strong working knowledge of Crump and appropriate channel/account/product line General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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 Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also 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. Crump Life Insurance 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. Crump Life Insurance is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9b990d38-e4b5-4f9f-bfc6-ce6b33c72cdc
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More About this Listing: External Wholesaler
External Wholesaler is a Other Jobs External Wholesaler Job at Truist located in Dallas TX. Find other listings like External Wholesaler by searching Oodle for Other Jobs External Wholesaler Jobs.
External Wholesaler is a Other Jobs External Wholesaler Job at Truist located in Dallas TX. Find other listings like External Wholesaler by searching Oodle for Other Jobs External Wholesaler Jobs.