Language Fluency: English (Required)

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Please review the following job description:

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. Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process.
2. Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents.
3. Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products.
4. Provide educational material to advisors and clients.
5. Produce client presentations.
6. Provide support during the new business and underwriting process.
7. Provide illustration support to Financial Advisors assigned to the territory.
8. Coordinate Advanced Market Support required by the Financial Advisors.
9. Provide weekly and monthly reporting for the designated region.
10. Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist.
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 the Perfect Client Experience to both internal and external clients
3. Effective time management skills
4. Ability to work independently as well as in a team environment
5. Experience with PCs in a Windows environment
6. Four-year college degree in business or equivalent education
7. Two years of work experience in the life insurance industry
8. Experience with database management systems
9. Intermediate level skill in use of Microsoft Word, Excel and PowerPoint
Preferred Qualifications:
1. NASD Series 6 and 63 and Life and LTC licensing

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.