Truist Financial Support Member Jobs
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Truist Financial
Description:
Truist Financial Support Member Jobs
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. Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
2. Manage daily activities and drive sales activity and pending business.
3. Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
4. Complete insurance applications and take responsibility for following cases thorough the underwriting process.
5. Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
6. See all sales activity through towards product purchase
7. Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).
Truist Financial Support Member Jobs
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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 excellent customer service to both internal and external customers
3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PC’s in a Windows environment
8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor’s degree or equivalent education, training and work-related experience
12. Two years of direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
13. Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions
14. Proven sales track record of hitting establish sales quotas in the insurance industry
15. Active Life and Health insurance license
16. Knowledge of the underwriting process
Truist Financial Support Member Jobs
About the Truist Financial Company :
Truist Financial is not a United Kingdom company; it’s a prominent American financial services company. Formed through the merger of SunTrust Banks, Inc., and BB&T Corporation in December 2019, Truist Financial is headquartered in Charlotte, North Carolina.
Truist is one of the largest banks in the United States, offering a wide range of financial services to individuals, businesses, and institutions. Its services include personal and commercial banking, wealth management, mortgage banking, asset management, and insurance.
The company operates a vast network of branches and ATMs across several states, primarily in the Southeastern and Mid-Atlantic regions of the United States. With its roots tracing back to the 18th century, Truist Financial has a long history of providing reliable financial solutions and fostering community development.
Truist emphasizes innovation and technology to enhance customer experience and streamline operations. It invests in digital banking platforms, mobile apps, and other cutting-edge technologies to meet the evolving needs of its customers in an increasingly digital world.
Additionally, Truist is committed to corporate social responsibility, supporting various community initiatives and sustainable practices. It aims to make a positive impact through philanthropy, volunteerism, and environmentally responsible business practices.
Despite being an American company, Truist Financial’s influence extends beyond national borders through its global connections, partnerships, and investments. While it may not be directly operating in the United Kingdom, its activities and influence contribute to the broader landscape of global finance
Truist Financial Support Member Jobs
Truist Financial Support Member Jobs – SarkariVaccancy
