Truist Insurance Holdings, Inc.
Senior Director, Advanced Sales - Remote
Truist Insurance Holdings, Inc., Des Moines, Iowa, United States, 50319
Senior Director, Advanced Sales - Remote
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.Regular or Temporary:
RegularLanguage Fluency:
English (Required)Work Shift:
1st Shift (United States of America)Please review the following job description:Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use.ESSENTIAL DUTIES AND RESPONSIBILITIESLegal research regarding Life Insurance solution in estate and business planning.Life Insurance estate and business planning case development.Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters.Writing articles and technical materials for agents’ use.Act as a liaison between agents and carrier home offices to facilitate sales.Support the sale of carrier specific and Crump proprietary advanced sales deliverables.QUALIFICATIONSRequired Qualifications:Superior interpersonal and written communication skillsAbility to provide excellent customer service to both internal and external customersEffective time management skillsAbility to prioritize and accomplish multiple tasks simultaneouslyCapable of working independently as well as in a team environmentAbility to work in a self-directed fashionExperience with PC's in a Windows environmentExceptional organizational skillsKnowledge of carrier specific advanced sales concepts10 years of experience and/or education with various tax and legal rules pertaining to business and estate planningJuris Doctor or Doctor of Jurisprudence (J.D.)Preferred Qualifications:Estate and business taxation emphasis or CPAGeneral Description of Available Benefits for Eligible Employees of TIH Insurance:
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 offering the position. TIH 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. For more details on TIH's generous benefit plans, please visit our site.TIH 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
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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.Regular or Temporary:
RegularLanguage Fluency:
English (Required)Work Shift:
1st Shift (United States of America)Please review the following job description:Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use.ESSENTIAL DUTIES AND RESPONSIBILITIESLegal research regarding Life Insurance solution in estate and business planning.Life Insurance estate and business planning case development.Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters.Writing articles and technical materials for agents’ use.Act as a liaison between agents and carrier home offices to facilitate sales.Support the sale of carrier specific and Crump proprietary advanced sales deliverables.QUALIFICATIONSRequired Qualifications:Superior interpersonal and written communication skillsAbility to provide excellent customer service to both internal and external customersEffective time management skillsAbility to prioritize and accomplish multiple tasks simultaneouslyCapable of working independently as well as in a team environmentAbility to work in a self-directed fashionExperience with PC's in a Windows environmentExceptional organizational skillsKnowledge of carrier specific advanced sales concepts10 years of experience and/or education with various tax and legal rules pertaining to business and estate planningJuris Doctor or Doctor of Jurisprudence (J.D.)Preferred Qualifications:Estate and business taxation emphasis or CPAGeneral Description of Available Benefits for Eligible Employees of TIH Insurance:
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 offering the position. TIH 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. For more details on TIH's generous benefit plans, please visit our site.TIH 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
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