Job Description

Regional Insurance Strategist Location Santa Fe, NM :

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following :

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 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 Director, Vice President, and/or Senior Vice President of Sales and assigned Firms. 2. Spends time outside the office working face to face with producers to build insurance business. 3. 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. 4. Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump 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. 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. 8. Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client. 9. Coordinate and present at training sessions and key meetings. 10. Coordinate within the Crump Sales and business development teams within the territory 11. Interface with support staff for the completion and placement of life insurance with clients 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 skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability to prioritize and accomplish multiple tasks simultaneously 5. Capable of working independently as well as in a team environment 6. Ability to work in a self-directed fashion 7. Experience with PC's in a Windows environment 8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 9. Ability to analyze problems and develop solutions 10. Ability to communicate with individuals at all levels of the organization 11. Bachelor's degree or equivalent education, training and work-related experience 12. Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63) 13. Life, Health & Accident active license 14. 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 15. 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) 16. Ability to develop complete understanding of the underwriting process Preferred Qualifications: 1. Advanced designations, such as JD, CFP, CLU, and other industry credentials

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.

McGriff Insurance Services 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. McGriff Insurance Services is a Drug Free Workplace.

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Job Tags

Holiday work, Full time, Part time, Shift work, Day shift,

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