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Job Title: Regional Director
Company Name: Truist Financial
Location: Charlotte, NC United States
Position Type: Full Time
Post Date: 07/20/2024
Expire Date: 08/19/2024
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
Regional Director

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Regional Director generates sales revenue to obtain sales quota.

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. Prospect, profile and manage existing producer groups to generate revenue by developing relationships, phone canvassing, foot canvassing, vertical marketing, direct mail, and developing referrals
2. Focus on high producing agents to improve agent retention and increase productivity Typically able to successfully maintain at least 20 Tier 1 agents
3. Typically maintains a consistent blend of Permanent vs. Term business Demonstrate an ability to achieve up to $750,000 in annual revenue production
4. Develop a Business Plan with Sales Leadership that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota.
5. Presents, conducts and organizes seminars for agents
6. 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
7. Works at improving both product and professional skills by participating and facilitating in training sessions within Crump and through independent efforts
8. Visit at least eight agents per month, maintains accurate records of all activities (calls, presentations, sales, etc.) within their assigned producer group to maximize marketing and territory potential
9. Acts as a mentor team members across sales force Host producer study group meetings twice a year
10. Develop agents to increase business and raise the level of production
11. 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

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. Bachelor's degree in business or equivalent education and relevant experience
2. Effective interpersonal and written communication skills
3. Ability to provide excellent customer service to both internal and external customers
4. Effective time management skills
5. Ability to prioritize and accomplish multiple tasks simultaneously
6. Capable of working independently as well as in a team environment
7. Ability to work in a self-directed fashion
8. Experience with PCs in a Windows environment
9. Progressive, entrepreneurial selling skills
10. Expert-level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced concepts
11. Proven experience in recruiting their own book of business
12. Excellent knowledge of sales process
13. Excellent presentation skills, including the ability to present advances sales concepts to producers
14. Ability to build, manage and develop strong interpersonal relationships
15. Excellent prospecting, presentation, and conceptual selling skills
16. Ability to display maturity, competitiveness, and good work ethic
17. Demonstrated ability to achieve up to $500,000 in annual revenue production
18. Five years of successful experience as a Sales Associate with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas, or experience in the Life product industry with proven proficiency in product and industry knowledge
19. Effective presentation skills

Preferred Qualifications:
1. Life License and Securities registration (Series 6 & 63 minimum) along with CLU, ChFC, CFP certifications

General Description of Available Benefits for Eligible Employees of TIH:
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 Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIHs generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

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. Refer to the news release for details.

Crump Life Insurance 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 LawPay Transparency Nondiscrimination Provision E-Verify

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