Job Summary
Identify and develop opportunities across the commercial banking client base by consulting business owners and executive leadership teams on customized business and wealth-planning strategies. Solutions may include corporate-owned life insurance (COLI), non-qualified deferred compensation, executive benefit programs, supplemental executive retirement plans (SERPs), and other advanced planning strategies.
This role combines sophisticated consultative sales capabilities with deep technical expertise in life insurance and executive benefits. Success requires the ability to build trusted relationships, translate complex financial concepts into clear and actionable recommendations, and drive revenue growth through the design and implementation of tailored solutions for corporate clients. Position will be remote, but must reside between Philadelphia PA and Northern Virginia.
Job Description
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.
- 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 with advanced concepts and strategies that align with those organizational challenges.
- Drive the placement of solutions from acceptance to implementation with the client.
- Manage the new business and in-process pipeline while appropriately updating partners and clients on next steps.
Required Qualifications:
The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as 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 experience of proven sales experience in a retail life insurance sales or an institutional point of sales role
- Proficient in consultative sales
- Excellent presentation skills
- Life Insurance licensed
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
