Insurance Specialist
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Sell insurance to new and existing retail clients
- Service the needs of existing accounts
- Provide professional advice and insurance solutions to retail clients
- Develop proactive referral relationships with Retail Investment Executives and other Retail staff
- Establish and implement sales plans with the Insurance Company partner Wholesalers
- Work with the GA and Retail sales team to manage cases through the application and underwriting process
- Present policy review solutions to clients
- Manage and conduct client seminars in partnership with Insurance Company Wholesalers
Requirements
- 7+ years industry experience
- Securities Industry Essentials
- Series 7 or 6
- Appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification
- College Degree
- MDRT Qualification History
- Professional Designations like CLU, CFP, ChFC highly desirable
Benefits
- Health insurance
- 401(k)
- Professional development opportunities
- Comprehensive benefits programs
- Incentive compensation based on performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesclient servicingpolicy reviewsales planningunderwriting processseminar managementreferral relationship development
Soft Skills
professional advicecommunicationrelationship buildingteam collaboration
Certifications
Securities Industry EssentialsSeries 7Series 6Life Insurance LicenseHealth Insurance LicenseLong Term Care LicenseVariable Annuity CertificationCLUCFPChFC