Insurance Specialist - Dallas, Tx

Fifth Third Bank

Dallas, Texas, USA
Base: not specified; bonus/equity: largely incenti...
Sell insurance to retail clients
Service existing insurance accounts
Develop proactive referral relationships
Provide professional advice and insurance solutions to retail clients based on their objectives and needs

Job Summary

  • Provide professional advice and insurance solutions to retail clients based on their objectives and needs.
  • Manage and implement the rollout out of new product or sales initiatives working with Insurance Companies, Retail Management and Retail sales teams.
  • Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

Matching Summary

Provide professional advice and insurance solutions to retail clients based on their objectives and needs.

Salary

Base: Not specified; Bonus/Equity: Largely incentive-based; Benefits: Comprehensive

Skills & Requirements

Must-have

  • Sell insurance to retail clients
  • Service existing insurance accounts
  • Develop proactive referral relationships
  • Manage sales plans with partners
  • Maintain and service books of business
  • Conduct client seminars

Nice-to-have

  • Engaged and inclusive culture
  • Promote equal employment opportunity
  • Support individual needs of employees

Key Requirements

  • Securities Industry Essentials, Series 7 or 6
  • 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