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. Manage new or enhanced business opportunities by recruitment of new agents through regular sales calls and servicing of existing agent relationships.

2. Work with management to develop targeted marketing plans, materials, agent distribution and messages that align with the marketing strategy of the organization and territory.

3. Develop an understanding and knowledge of the products and services offered.

4. Develop and maintain short and long-term marketing and sales plans.

5. Making presentations to agents for business growth opportunities

6. Evaluating product and service marketability in order to meet customers' needs.

7. Receive all inbound lead inquiries from email, 800-number, websites, etc. and ensure all opportunities are followed and handled appropriately.

8. Meet or exceed established marketing sales and budgetary goals.

9. Maintain record of all marketing visits and presentation and reporting the effectiveness and outcome of agent visits and presentations.

10. Maintaining current knowledge base of industry trends, target markets and competition.

11. Assist with planning and attending trade shows, association meetings / events and facilitate any necessary follow up with potential contacts.

12. Work with Director of Agency Relations to enhance, update and maintain company website to reflect marketing efforts and campaigns including promotional items.

13. Assist with tracking and reporting of all invoices to accounting for payment.

14. Assist with office support duties as needed.

15. Maintain inventory of marketing materials.

16. Comply with FCC and other legal requirements and guidelines regarding marketing distribution.

QUALIFICATIONS

Required Qualifications :

1. Bachelor's degree or equivalent work experience

2. Two years of previous sales or marketing experience

3. Prior insurance underwriting experience

4. Ability to plan, organize and manage multiple priorities

5. Ability to review information, make decisions and manage time effectively with minimal to no supervision

6. Ability to meet deadlines and work well under pressure

7. Possess strong interpersonal skills

8. Excellent verbal, written and presentation skills

9. Ability to deal with confidential matters appropriately

10. Ability to gain confidence and respect of all levels of management and staff through professionalism and positive attitude

11. Maintain travel as required

12. Ability to work extended hours when necessary

Preferred Qualifications :

1. Degree in Business, Marketing or Communications

2. Bilingual Spanish fluency

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.

Last updated : 2024-03-22