Truist Financial

CRC Benefits - Sales Executive, Large Group (Remote)

Truist Financial$125K — $135K *
US-AnywhereRemote in Melville, NY
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Associates degree preferred
  • 3+ years of experience in employee benefits sales
  • In-depth knowledge of group insurance products
  • Active Life & Health license required
  • Strong proficiency in Microsoft Office (Word, Excel, Outlook) and web browsers (Google Chrome)

Responsibilities

  • Assist regional sales team in meeting production goals for large group customers
  • Maintain comprehensive knowledge of all large group products and processes
  • Expand understanding of insurance markets and legal environments for value-added guidance
  • Support field sales by reviewing large group opportunities and offering consultative assistance
  • Conduct regular follow-up calls to promote new business and grow existing relationships
  • Educate agents/brokers about carrier administrative procedures and product options
  • Help agents/brokers retrieve sales materials and supplies

Benefits

  • Access to medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off including holidays, vacation, and sick days
  • New parent leave and additional support programs
  • Potential eligibility for restricted stock units and deferred compensation plan
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 subject matter expert for all large group products in an assigned geography and with regional sales team. Develop an intimate knowledge of the broker firms, the new business opportunity flow and their existing book of business in an assigned geography to increase our large group revenue and coverage count.

This is a remote role; however, successful candidates will live in and be licensed in New York. 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.

Required Responsibilities:
  • Fulfill production goals by assisting regional sales team with their focus on selling large group customers and products.
  • Maintain an in-depth understanding of all large group products and processes and how our field sales team and agents/brokers interact with these products and processes.
  • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value added expertise to our field sales team and agents/brokers.
  • Effectively support our field sales team and agents/brokers to encourage them to maintain and grow their large group business by:
    • Reviewing the large group opportunities that our regional team has in their pipeline and providing consultative assistance to create revenue and add coverage counts.
    • Conducting regular follow-up calls, both in office and in market, to sell large group new business and grow the existing large group book with our products and services.
    • Providing information on large group carrier administrative procedures and product availability, and direction in selecting appropriate large group products.
    • Providing assistance to agents/brokers in obtaining sales materials and supplies.
    • Learn and utilize our large group products and services to reach our sales goals.
    • Adhere to company 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:
  • Associates degree preferred.
  • 3+ years' experience in a related insurance/employee benefit sales role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
  • Active Life & Health is required
  • 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 $125,000.00 - $135,000.00.

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

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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