Job type full-time
Full job description
The position is described belowIf you want to apply, click the apply button at the top or bottom of this pageYou`ll be required to create an account or sign in to an existing one.
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Regular or temporary:
Language fluency: english (required)
1st shift (united states of america)
Please review the following job description:
Provide life insurance producers with specific advanced planning support to generate life insurance salesThis includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts at various locations across the country, writing articles and materials for agent use and researching technical tax/legal questions.
Essential duties and responsibilities:
Following is a summary of the essential functions for this jobOther duties may be performed, both major and minor, which are not mentioned belowSpecific activities may change from time to time.
1Advanced case research and development
2Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters
3Creation of advanced sales marketing tools
4Writing articles and technical materials for agents’ use
5Act as a liaison between agents and carrier home offices to facilitate sales
6Support the sale of carrier specific and crump proprietary advanced sales deliverables
Required skills and competencies:
The requirements listed below are representative of the knowledge, skill and/or ability requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1Superior interpersonal and written communication skills
2Ability to provide excellent customer service to both internal and external customers
3Effective time management skills
4Ability to prioritize and accomplish multiple tasks simultaneously
5Capable of working independently as well as in a team environment
6Ability to work in a self-directed fashion
7Experience with pc`s in a windows environment
8Excellent writing and technical research skills
9Exceptional organizational skills
10Knowledge of carrier specific advanced sales concepts
11Bachelor’s degree (plus an advanced degree or certificate in business, finance, or insurance)
12Very good technical skills (gift, estate and income tax knowledge)
13Solid understanding of various tax and legal rules, as it pertains to business and estate planning
1Law degree or cpa
Truist supports a diverse workforce and is an equal opportunity employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by lawDrug free workplace.
Thank you for your interest in truist! bb&t and suntrust have come together in a transformational merger of equals to create truist, the premier financial organization in the countryYou may notice references to our legacy company names, bb&t and suntrust, in places throughout this siteAll such references should be understood to refer to truist moving forward while we continue to transition to the truist name.
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Posted 30+ days ago