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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:

Reporting to the Managing Director of Brokerage Products, the Annuity and Insurance Manager is responsible for product strategy, development/selection, and execution of annuity and insurance solutions for clients within Truist Wealth.

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.

• Lead product strategy, development and execution for the annuity platform in support of over 1,000 advisors that serve the retail and high net worth (up to $25 million in assets) segments in the $120 billion in AUM Broker/Dealer.

• Develop and implement a proactive sales & marketing strategy designed to increase product adoption and drive revenue growth.

• Maintain a due diligence process that reviews current and potential annuity solutions in an effort to create and implement a robust and competitive platform.

• Formulate and present product-line business cases to executive management and risk committees.

• Develop and implement internal policies & procedures in order to ensure business continuity, regulatory compliance and alignment with overall Truist Wealth policies.

• Act as the main liaison between Truist Wealth and TIH, LLC, with a focus on creating appropriate accountabilities for both entities to promote the usage of life, long-term care, and disability solutions with Truist Wealth clients.

• Participate as a voting member and/or subject matter expert (SME) in assigned risk committees and working groups in an effort to validate that recommended and approved solutions match the strategic direction and risk appetite of the firm.

• Develop and maintain content for internal and external websites.

• Attract, retain, and promote top talent, with a strong focus on diversity, and build a robust slate of credible successors for key leadership positions and for opportunities across Truist.

• Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

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.

• Bachelor’s degree or equivalent education, training or work-related experience

• Minimum 10 years of wealth management experience

• Minimum 10 years of experience with annuities and insurance

• FINRA Registrations 7, 24 and 66 or equivalent

• Applicable Life, Variable Products, and Long-Term Care licenses

• Strong oral and written communication skills

• Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite

PREFERRED QUALIFICATIONS:

• Advanced degree or designation, such as CFP®, CLU, ChFC

• Demonstrated proficiency in annuity research tools

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 (https://benefits.truist.com/)

. 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.

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