High Net Worth Producer
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. Production :
a. Prospect new clients.
b. Quote and sell new business.
c. Cross-sell additional products and services
2. Marketing :
a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
3. Customer Service :
a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.
b. Collect premiums and fees billed, if applicable
4. Corporate Citizenship :
a. Promote and maintain good client, company, and fellow employee relations.
b. Promote the company image through civic, social, and business activities, and endeavors.
5. Product Knowledge :
a. Build and maintain internal and external knowledge of product and service offerings.
b. Stay abreast of industry trends and pursue continuing education.
6. Other Duties and Responsibilities :
a. Other duties and responsibilities as directed by management.
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. Bachelor's degree in applicable business field or equivalent education and related experience
2. Appropriate insurance licenses
3. Three years of insurance industry or other relevant experience
4. Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
5. Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
6. Ability to travel, including overnight
Preferred Qualifications :
1. Advanced degree
2. Skilled in Office Suite (Excel, Word, PowerPoint)
3. Experienced with Requests for Proposal
4. Certifications in field of endeavor
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.
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