Job details
Job type full-time
Full job description
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Regular or temporary:
Regular
Language fluency: english (required)
Work shift:
1st shift (united states of america)
Please review the following job description:
The wholesaler maintains and grows national account programs to meet and/or exceed assigned goals through the guidelines established between crump and the national account.
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.
1Prospect and profile producers for new and existing insurance sales opportunities
2Works at improving both product and professional skills by participating and facilitating in training sessions within crump and through national account efforts
3Proactive calling to all assigned producers to build business
4Overall relationship management with producers in assigned territory, ownership of revenue and service of designated national account(s)
5Increase strength in relationships with current national accounts sales hierarchy
6Utilize and understand internal resources to capitalize on team results
7Develop and maintain business plan
8Work with sales and operations management to maintain and improve a specific set of processes for managing priority business
9Execute and drive an effective lead generation and referral program
10Set proper expectations with producers
11Achieve activity bench marks for new applications for assigned national accounts
12Create marketing plans and support marketing distribution to national accounts
13Create and manage specific marketing programs for national accounts
14Follow-up on new producer program, prospective business
15Increase ability to cross-sell multiple insurance product lines
16Maintains accurate records of all activities (calls, presentations, sales, etc.) within their assigned producer group, including the use of insuresocket database to maintain accurate records to maximize marketing and territory potential
17Attends and participates in sales meetings and training
18Effectively determine process management of producer requests by utilizing effective time management skills
19Manage database efficiently
20Accept inbound sales opportunities
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.
1Effective 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
8Proven sales results
9Progressive, entrepreneurial selling skills
10A clear understanding of national account products, services, and rules of engagement
11Excellent analytical and problem solving skills
12Excellent presentation skills
13Excellent knowledge of sales process
14Ability to display maturity, competitiveness, and good work ethic
15Ability to build, manage and develop interpersonal relationships
16Experience in the life product industry with proven proficiency in product and industry knowledge preferredExperience in a sales role required.
17State life insurance license preferred
18Four year college degree in business or a related field or equivalent combination of education and relevant experience
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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