Regional Insurance Strategist
Posted on: 13 Feb 2021
Atlanta, GA
Job Description
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position will be remote but must reside in Atlanta and/or Carolinas territory . Must be FINRA registered Series 6, 63
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. Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team
2. Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs
3. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
4. Responsible for the generation of life insurance revenue in these channels in the assigned region
5. Support Regional Account Executive in the delivery of marketing programs tailored to channel needs
6. Develop relationships with Wealth Advisory and commercial banking teams in the assigned regions
7. Interface with support staff for the completion and placement of life insurance on bank clients
Required Skills and Competencies:
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. Five years experience in retail life insurance sales or institutional point of sale
2. Effective interpersonal and written communication skills
3. Ability to articulate and apply advanced wealth transfer and business planning concepts; understanding of related tax and financial implications of concepts to individual situations
4. Proficient in consultative sales
5. Capable of working independently as well as in a team environment; self-directed
6. Excellent presentation skills
7. Four year college degree in business or a related field or equivalent combination of education and relevant experience
8. Advanced related degree helpful (CLU, ChFC, CFP, etc)
9. Life Insurance licensed and FNRA registered
SunTrust Banks
Atlanta, GA
SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that provides various financial services for consumers, businesses, corporations, institutions, and not-for-profit entities in the United States. It operates in two segments, Consumer and Wholesale. The Consumer segment provides deposits and payments; home equity and personal credit lines; auto, student, and other lending products; credit cards; discount/online and full-service brokerage products; professional investment advisory products and services; and trust services, as well as family office solutions. This segment also offers residential mortgage products in the secondary market.
The Wholesale segment provides capital markets solutions, including advisory, capital raising, and financial risk management; asset-based financing solutions, such as securitizations, asset-based lending, equipment financing, and structured real estate arrangements; cash management services and auto dealer financing solutions; investment banking solutions; and credit and deposit, fee-based product offering, multi-family agency lending, advisory, commercial mortgage brokerage, and tailored financing and equity investment solutions. This segment also offers treasury and payment solutions, such as operating various electronic and paper payment types, which comprise card, wire transfer, automated clearing house, check, and cash; and provides services clients to manage their accounts online.
The company offers its products and services through a network of traditional and in-store branches, automated teller machines, Internet, mobile, and telephone banking channels. As of December 31, 2018, it operated 1,218 full-service banking offices located in Florida, Georgia, Virginia, North Carolina, Tennessee, Maryland, South Carolina, and the District of Columbia. SunTrust Banks, Inc. was founded in 1891 and is headquartered in Atlanta, Georgia.
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IndustryBanking/Financial Services
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No. of Employees22,899
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Website
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Jobs Posted2598
