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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. Life License and Securities registration (Series 6 & 63 minimum) along with CLU, ChFC, CFP certifications.
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Prospect, profile and manage existing producer groups to generate revenue by developing relationships, phone canvassing, foot canvassing, vertical marketing, direct mail, and developing referrals. Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the Underwriting process and is able to navigate a case from presale to placement.
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Attain level of productivity to incorporate personal business travel to meet one-on-one with highly productive agents Direct, constructive, consultative sales approach with producers. Acts as a mentor team members across sales force Host producer study group meetings twice a year.
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The Regional Director generates sales revenue to obtain sales quota. Focus on high producing agents to improve agent retention and increase productivity Typically able to successfully maintain at least 20 Tier 1 agents.
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BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
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Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist.
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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist offering the position.
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Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
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As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). All insurance positions within TIH will have “TIH” noted in the job posting to indicate they are not part of Truist.
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Branch Banker Team Leaders will be responsible for leading the day to day sales and client service aspects of the branch and ownership of client service problems to resolution and inspiring all teammates to embrace our Truist culture.
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Truist 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.
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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 Truist offering the position.
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Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.
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Truist is a Drug Free Workplace. Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
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As secondary market investor's guidelines utilized by Truist. Truist Mortgage products and their benefits. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external.
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Company: Truist
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