Truist Financial

CRC Benefits - Sales Executive, Ancillary Benefits (Remote)

Truist Financial$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Life & Health License essential.
  • High School Diploma or GED required; Associate's degree preferred.
  • Minimum 3 years' experience in ancillary insurance or employee benefits sales.
  • In-depth knowledge of group insurance products, ideally from insurance marketing or sales roles.
  • Proficient in Microsoft Office (Word, Excel, Outlook) and web browsers like Google Chrome.

Responsibilities

  • Recruit and train new agents, leveraging technology and trusted relationships.
  • Develop revenue growth strategies with agents and brokers to enhance sales activity.
  • Collaborate in a team sales environment to streamline sales and retention efforts.
  • Educate and train agents on administrative procedures, product values, and customer benefits.
  • Host strategy calls with teams to address business priorities and metrics.
  • Utilize internal systems for activity tracking and sales goal attainment.
  • Handle conflict resolution and provide management feedback.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Life, disability, and AD&D insurance coverage.
  • 401(k) plan with company match.
  • Generous paid time off, including new parent leave and sick days.
  • Access to tax-advantaged savings accounts and restricted stock units may be offered.
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 CRC Benefits (formerly BenefitMall) subject matter expert and outside sales executive for all ancillary products in an assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities to maximize revenue growth.

This position is fully remote. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you are part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

REQUIRED 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 CRC Benefits by promoting CRC Benefits' 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 CRC Benefits' 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:
    • Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
    • Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
    • Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
  • Learn and utilize our ancillary products and services to reach our sales goals.
  • Adhere to CRC Benefits 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.
  • Other duties as assigned by management.


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.
  • Active Life & Health License is required.
  • HS Diploma or GED equivalent required. Associates degree preferred.
  • 3+ years' experience in a related ancillary insurance/employee benefits sales role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role with a health insurance carrier or broker.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.


CERTIFICATIONS, LICENSES, REGISTRATIONS
  • Life/Health Agent's License is required.


The annual base salary for this position is $90,000 - $110,000. Additional incentive pay is available for this position.

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.

CRC Group 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. CRC Group is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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.

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50,283 employees
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