Business Solutions Strategist
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Job Description
Business Solutions Strategist developing life insurance and executive-benefit solutions for corporate clients. Partnering with Truist commercial bankers to drive tailored planning strategies and revenue growth.
Responsibilities:
- Identify and develop opportunities across the commercial banking client base
- Consult business owners and executive leadership teams on customized business and wealth-planning strategies
- Partner with commercial bankers at Truist for referrals to key clients
- Lead discovery meetings with commercial clients to identify organizational challenges, executive benefit needs, talent retention opportunities, business succession concerns, and key person risks
- Deliver tailored insurance advice using advanced concepts and strategies
- Drive solution placement from acceptance through implementation
- Manage the new business and in-process pipeline
- Update partners and clients on next steps
Requirements:
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Ability to work independently and in a team environment
- Experience with CRM and related applications in a Windows environment
- 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. SIE, Series 6 and 63)
- Minimum 7-10 years of proven sales experience in retail life insurance sales or an institutional point of sales role
- Proficient in consultative sales
- Excellent presentation skills
- Life Insurance licensed
Benefits:
- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
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