Treasury Sales Consultant responsible for consultative sales of Treasury Solutions for clients. Focused on risk mitigation and client service within financial services at Truist.
About the role
- Account Executive for Health Benefits specializing in sales, business development, and client relationship management. Role involves pursuing new insurance clients and maintaining existing client relationships.
Responsibilities
- Incumbent is an Account Executive – Health Benefits working under direct supervision of the Director of Business Development – Insurance Benefits
- This position requires effective communication skills and a solid understanding of the insurance industry.
- Must be capable of pursuing and closing sales in Health and Life Insurance needs.
- Must have experience in building a book of business from the ground up, such as prospecting leads, and servicing an active client base for upsell opportunities.
- Strong knowledge and expertise in product knowledge is essential, covering details such as Affordable Care Act (ACT), compliant plans for individual and group health, Medicare Advantage (Part C), and Medical Supplemental (Medigap).
- Develop renewal and new business strategy with appropriate staff.
- Proven sales abilities, such as using a consultative approach to match products to client needs.
- Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management.
- Attend all sales meetings, sales strategy sessions and company functions as required.
- Participation in community events and organizations that generate new business for the agency and Stockman Bank
- Maintain all applicable licenses and continuing education.
Requirements
- Minimum Qualifications: Montana State health and life insurance license
- Strong insurance background
- Proven Business development experience / track record
- Ability to work independently and as a team member.
- Willingness to work in community projects.
- Experienced in using Windows based applications.
- Must have a current and valid driver's license and be able to drive long distances at times.
- Ability to travel - approximately 25% travel required.
Benefits
- Mission/Vision TO PROTECT AND SUPPORT INDIVIDUALS, FAMILIES, AND BUSINESSES BY OFFERING CUSTOMIZED AND COMPREHENSIVE COVERAGE AND EXCEPTIONAL CUSTOMER SERVICE
- TO BE MONTANA'S INSURANCE OF CHOICE
- TO BE KNOWN FOR OUR UNWAVERING DEDICATION TO SERVING THE INSURANCE NEEDS OF MONTANANS
- Technical Knowledge Has the technical knowledge and analytical skills to fulfill job duties in a positive manner.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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