Truist Financial

CRC Benefits - Senior Sales Consultant - Stop Loss Insurance (Remote)

Truist Financial$80K — $120K *
US-AnywhereRemote in Phoenix, AZ
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 5 years experience in selling/marketing within a self-funded insurance environment
  • Proven track record in sales and relationship management, focusing on stop-loss
  • In-depth knowledge of self-funded employee benefit plans and risk management principles
  • Life and Health License required
  • Associate's degree preferred

Responsibilities

  • Drive sales growth through relationships with brokers and consultants
  • Identify and pursue new business opportunities
  • Conduct market research to target potential clients
  • Develop a strong industry network for business development
  • Prepare and deliver sales presentations to clients
  • Collaborate with internal teams for tailored client solutions
  • Stay updated on industry trends and competitor activities

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and 401k plan
  • At least 10 days of vacation and 10 sick days per year
  • Paid holidays and potential for restricted stock units or deferred compensation
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:
Drive sales growth and maintain strong client relationships with employee benefit brokers and consultants, stop loss carriers, and various clinical point solutions providers. Responsible for understanding client's needs, assessing risk profiles, and recommending tailored solutions to protect their financial interests.

This is role is remote; however, it will require travel and in person meetings with health insurance brokers. 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.

Leverage the existing network of benefit advisors to retain consulting services.

Identify and pursue new business opportunities within the target market to achieve sales targets.

Conduct thorough market research to identify potential clients and key decision makers.

Develop and maintain a strong network of industry contacts to leverage for sales and business development activities.

Prepare and deliver persuasive sales presentations and proposals to prospective clients.

Collaborate with the internal teams to develop customized solutions that meet client needs.

Stay updated on industry trends, market dynamics, and competitor activities to identify new sales strategies.

Collaborate with internal teams to ensure timely and accurate delivery of client services and solutions.

Build and maintain strong relationships with existing clients, serving as their primary point of contact.

Conduct regular agent/broker meetings to understand their evolving needs and provide proactive risk management recommendations.

Conduct detailed risk assessments and analyses to identify potential gaps in an employer's insurance coverage.

Collaborate with cross-functional teams, including clinicians, underwriters, actuaries, and claims professionals, to develop comprehensive risk management solutions.

Contribute to the development and implementation of sales strategies, marketing campaigns, and product enhancements.

Actively participate in team meetings, providing input to contribute to the team's overall success.

Travel required.

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.

Associate's degree preferred.

Must have a minimum of five (5) years of experience in selling or marketing in a Self-funded insurance environment.

Proven track record of success in sales and client relationship management industry, with a focus on stop-loss.

In-depth knowledge of Self-funded employee benefit plans, stop loss insurance, and risk management principles.

CERTIFICATIONS, LICENSES, REGISTRATIONS

Life and Health License required.

FUNCTIONAL SKILLS

Strong analytical skills with the ability to assess risk profiles, analyze data, and develop innovative solutions.

Excellent communication and presentation skills, with the ability to convey complex concepts to both technical and non-technical audiences.

Demonstrated ability to work independently, manage multiple priorities, and meet sales targets within deadlines.

Proficiency in CRM software and Microsoft Office Suite.

Communicate effectively with all levels of internal and external personnel, both verbally and in writing.

Determine when situations need to be escalated to Company management.

Work in and contribute to a positive team environment.

Manage multiple responsibilities simultaneously.

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
+14.3%
NASDAQ

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