Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (2024)

Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (1)

Regional Insurance Strategist

Truist Las Cruces, NM

Security verification

Truist Las Cruces, NM

2 weeks ago

Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (4) Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (5) Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (6)

See who Truist has hired for this role

Security verification

Save job

Welcome back

Sign in to save Regional Insurance Strategist at Truist.

  • Report this job

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:Regular

Language Fluency: English (Required)

Work Shift:1st shift (United States of America)

Please review the following job description:Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory.

Essential Duties And ResponsibilitiesFollowing 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.

  • Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
  • Spends time outside the office working face to face with producers to build insurance business.
  • Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.
  • Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.
  • Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.
  • Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.
  • Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
  • Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.
  • Coordinate and present at training sessions and key meetings.
  • Coordinate within the Crump Sales and business development teams within the territory
  • Interface with support staff for the completion and placement of life insurance with clients

QualificationsRequired 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.

  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PC's in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training and work-related experience
  • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
  • Life, Health & Accident active license
  • Three years direct life insurance selling experience in the field directly with clients and/or five plus years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
  • Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)
  • Ability to develop complete understanding of the underwriting process


Preferred Qualifications:

  • Advanced designations, such as JD, CFP, CLU, and other industry credentials

General Description of Available Benefits for Eligible Employees of TIH: 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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIH’s generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    Business Development and Sales
  • Industries

    Financial Services

Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (8) Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (9) Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (10)

Referrals increase your chances of interviewing at Truist by 2x

See who you know

Get notified about new Strategist jobs in Las Cruces, NM.

Sign in to create job alert

Similar jobs

  • Content Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (12)

    Content Strategist

    Alibaba Group

    Sunnyvale, CA

  • Business Insights Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (13)

    Business Insights Strategist

    Wawa, Inc.

    Media, PA

  • Creative Writing Strategist, Scripted Series Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (14)

    Creative Writing Strategist, Scripted Series

    Netflix

    Los Angeles, CA

  • Jr. Creative Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (15)

    Jr. Creative Strategist

    Roc Nation

    New York, NY

  • Senior Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (16)

    Senior Strategist

    Cramer

    Norwood, MA

  • Strategist, Advertising Legal and Policy Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (17)

    Strategist, Advertising Legal and Policy

    Netflix

    New York, NY

  • Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (18)

    Strategist

    VaynerX

    New York, NY

  • Outlet Planner Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (19)

    Outlet Planner

    Jimmy Choo

    New York, NY

  • Associate Brand Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (20)

    Associate Brand Strategist

    Super League

    United States

  • Creative Writing Strategist - Nonfiction Content Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (21)

    Creative Writing Strategist - Nonfiction Content

    Netflix

    Los Angeles, CA

  • Brand Strategist, FB App Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (22)

    Brand Strategist, FB App

    Meta

    New York, NY

  • People Team Insights Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (23)

    People Team Insights Strategist

    Wawa, Inc.

    Media, PA

  • Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (24)

    Strategist

    VaynerMedia

  • Jr. Creative Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (25)

    Jr. Creative Strategist

    Live Nation Entertainment

    New York, NY

  • Podcast Senior Content Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (26)

    Podcast Senior Content Strategist

    SoFi

    United States

  • Brand Strategist, RL Cross-Portfolio Marketing Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (27)

    Brand Strategist, RL Cross-Portfolio Marketing

    Meta

    New York, NY

  • Creative Strategist (Ads) Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (28)

    Creative Strategist (Ads)

    Happy Mammoth

    New York, NY

  • Brand Strategist, Augmented Reality Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (29)

    Brand Strategist, Augmented Reality

    Meta

    New York, NY

  • Brand Strategist, FB App Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (30)

    Brand Strategist, FB App

    Meta

    Los Angeles, CA

  • Associate Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (31)

    Associate Strategist

    Agenda

    New York City Metropolitan Area

  • Newsletter Staff Content Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (32)

    Newsletter Staff Content Strategist

    SoFi

    United States

  • Insights Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (33)

    Insights Strategist

    Finch Brands

    Pennsylvania, United States

  • Podcast Senior Content Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (34)

    Podcast Senior Content Strategist

    SoFi

    San Francisco, CA

  • Content Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (35)

    Content Strategist

    The Food Group

    United States

  • Senior Strategist Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (36)

    Senior Strategist

    VaynerMedia

    New York, NY

  • Brand Strategist, FB App Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (37)

    Brand Strategist, FB App

    Meta

    San Francisco, CA

People also viewed

  • Marketing and Creative Strategist

    Marketing and Creative Strategist

    Sundae School

    New York, NY

  • Creative Strategist (Ads)

    Creative Strategist (Ads)

    Happy Mammoth

    Chicago, IL

  • Senior Strategist

    Senior Strategist

    VaynerX

    New York, NY

  • Brand Strategist, RL Cross-Portfolio Marketing

    Brand Strategist, RL Cross-Portfolio Marketing

    Meta

    Los Angeles, CA

  • Brand Strategist, Augmented Reality

    Brand Strategist, Augmented Reality

    Meta

    Los Angeles, CA

  • Creative Strategist (Ads)

    Creative Strategist (Ads)

    Happy Mammoth

    Washington, United States

  • Paid Social Strategist (Biddable Media)

    Paid Social Strategist (Biddable Media)

    Good Apple

    New York, NY

  • Social Media Strategist (Instagram)

    Social Media Strategist (Instagram)

    Farmers Juice

    Santa Monica, CA

  • Growth Strategist (Senior Manager)

    Growth Strategist (Senior Manager)

    NoGood

    New York, NY

  • Newsletter Staff Content Strategist

    Newsletter Staff Content Strategist

    SoFi

    San Francisco, CA

Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (38)

Looking for a job?

Visit the Career Advice Hub to see tips on interviewing and resume writing.

View Career Advice Hub

Truist hiring Regional Insurance Strategist in Las Cruces, New Mexico, United States | LinkedIn (2024)
Top Articles
Latest Posts
Article information

Author: Chrissy Homenick

Last Updated:

Views: 6267

Rating: 4.3 / 5 (74 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Chrissy Homenick

Birthday: 2001-10-22

Address: 611 Kuhn Oval, Feltonbury, NY 02783-3818

Phone: +96619177651654

Job: Mining Representative

Hobby: amateur radio, Sculling, Knife making, Gardening, Watching movies, Gunsmithing, Video gaming

Introduction: My name is Chrissy Homenick, I am a tender, funny, determined, tender, glorious, fancy, enthusiastic person who loves writing and wants to share my knowledge and understanding with you.