Now Hiring - Financial Services Sales Leader MEBS Retirement (Hybrid) in Greensboro, NC

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Develop and implement strategies to drive sales and grow revenue significantly across the retirement practice. Prospect, quote, and sell new business consisting of actuarial, consulting, and administrative services for defined benefit retirement plans, retiree medical plans (OPEBs), and supplemental executive retirement plans (SERP) plans.

Develop and maintain positive and collaborative cross-selling relationships with key stakeholders and integrated relationship partners (IRM partners) within McGriff and Truist to promote and successfully execute sales activities and growth initiatives to increase sales across all market and geographic segments within the line of business.

ESSENTIAL DUTIES AND 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.

1.Develop and drive initiatives, tools, and resources to increase sales, including mining prospect lists to identify employers with pension plans, and developing and maintaining a library of sales and product literature.

2. Build and maintain effective and productive relationships with sales professionals and leaders throughout the organization.

3. Regularly attend (in person and by video) and be on the agenda to speak at local, regional, and national meetings of bank and insurance producers, new associate training, and national subject matter webinars, to promote the retirement practice, increase awareness, and generate leads.

4. Drive IRM and cross selling activities nationally to ensure personal sales goals are met.

5. Coordinate with other bank and insurance producers on joint pursuits, or work autonomously with prospects where advantageous when no current enterprise relationships exist.

6. Assume responsibility for responding to Requests for Proposal (RFP’s) from the retirement practice and providing retirement material to IRM partners for inclusion in the RFP’s they author.

7. Coordinate proposal pricing with practice leader to assure sound engagement economics and offer price incentives where beneficial.

8. Regularly generate white papers, articles, and other thought-leadership pieces for internal and external publications.

9. Provide knowledge and coaching to senior practice professionals to support their own sales efforts.

10. Stay up-to-date on industry trends and emerging employer needs and develop sales/growth approaches to meet those needs.

11. Possess knowledge and experience to respond to inquiries on account-based retirement programs (like 401(k) plans) to identify needs, advise prospects, and triage opportunities to other practice areas in the organization.

12. While pursuing retirement sales, identify and refer other needs and opportunities to appropriate specialists in other practice areas.

QUALIFICATIONS
Required Qualifications:

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.

1. Bachelor's degree in Actuarial Science, Mathematics, Finance, Computer Science, Statistics or other analytical field, or equivalent education and related training

2. Eight years of defined benefit pension experience

3. Analytically-oriented with strong math and logic skills

4. Project management experience and ability to delegate and coordinate resources

5. Comprehensive understanding of pension systems

6. Supervisory and training experience

7. Comprehensive understanding of pension funding methods and liability calculations

8. Client service experience

9. Strong communication and organizational skills

10. Ability to multi-task

11. Ability to work independently and on a team

12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

13. Ability to travel, occasionally overnight

Preferred Qualifications:

1. Demonstrated record of success in selling retirement actuarial, consulting, and administrative services, or a similar record selling technical services related to employee benefits

2. Depth of knowledge in relevant laws and regulations, including those related to ERISA, IRS, DOL, PBGC, etc.

3. Strong reputation in the industry with solid relationships

4. Strong skills in negotiations and influencing others

Truist is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify