Insurance Specialist - Dallas, Tx

Fifth Third Bank

Dallas, Texas, US
Compensation for this position is largely incentiv...
Proactive referral relationships
Sales plans with insurance company partner
Manage and implement rollout of new product
Sell insurance to new and existing retail clients, and service the needs of existing accounts

Job Summary

  • Sell insurance to new and existing retail clients, and service the needs of existing accounts.
  • Provide professional advice and insurance solutions to retail clients based on their objectives and needs.
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Matching Summary

Sell insurance to new and existing retail clients, and service the needs of existing accounts.

Salary

Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.

Skills & Requirements

Must-have

  • proactive referral relationships
  • sales plans with Insurance Company partner
  • manage and implement rollout of new product
  • maintain and service books of business
  • manage cases through application and underwriting
  • manage and conduct client seminars

Nice-to-have

  • drive a positive customer experience
  • openly exchanging ideas and opinions
  • pursues professional studies
  • familiarity with industry trends

Key Requirements

  • Securities Industry Essentials, Series 7 or 6
  • appropriate state resident insurance licenses
  • 7+ years industry experience
  • College Degree
  • MDRT Qualification History
  • CLU, CFP, ChFC degrees highly desirable

Work Rights

Not specified

Tailored Resume

Cover Letter