Truist Financial

CRC Benefits - Benefits Sales Executive (Remote)

Truist Financial$90K — $130K *
US-AnywhereRemote in California, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required; Associate's Degree preferred
  • Minimum 3 years of experience in insurance or employee benefit sales
  • Active Life & Health License within 90 days of employment
  • Strong knowledge of group insurance products
  • Proficient in Microsoft Office and web browsers

Responsibilities

  • Recruit and train new agents to promote BenefitMall's services
  • Develop revenue growth strategies with agents/brokers
  • Coordinate sales and retention activities in a team environment
  • Lead service teams to support agents/brokers in business growth
  • Effectively market services to agents/brokers for client placements
  • Collaborate with partner carriers to maximize sales results
  • Manage complex sales inquiries and problem-resolution processes

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life, disability, and AD&D insurance coverage
  • Tax-advantaged savings accounts and a 401(k) plan with a company match
  • Generous paid time off including vacation, sick days, and new parent leave
  • Eligibility for stock options and deferred compensation plans
Full Job Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Regular
Language Fluency: English (Required)

Work Shift:
1st Shift (United States of America)
Please review the following job description:
Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition. Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth.
This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home.

KEY RESPONSIBILITIES
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.
• Recruit and train new agents to BenefitMall by promoting BenefitMall's unique experience through deep, trusted relationships powered by the industry's best technology solutions.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall's specialized services.
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Lead POD to service agents/brokers' business and encourage them to grow their clients' business by:
o Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
o Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
o Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
• Effectively market to agents/brokers and encourage them to place their clients' business with us by:
o Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide "just in time" sales expertise to maximize results.
o Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.
• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to BenefitMall's confidentiality standards of information.
• Occasional long, irregular hours during peak times.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
• Resolve conflicts, solve problems, and provide feedback to management.

EDUCATION AND EXPERIENCE
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.
• HS Diploma or GED equivalent (required)
• 3+ years' experience in a related insurance/employee benefit medical sales role (required)
• Associate's Degree (preferred)

CERTIFICATIONS, LICENSES, REGISTRATIONS
• Active Life & Health License must be obtained within 90 days of employment.
FUNCTIONAL SKILLS
• In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

The annual base salary for this position is $90,000.00 - $130,000.00.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
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NASDAQ

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