Insurance Specialist - Dallas, TX

Insurance Specialist – Dallas, TX

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

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

• Provide professional advice and insurance solutions to retail clients based on their objectives and needs.
• Develop proactive referral relationships with Retail Investment Executives and other Retail staff to prospect and set appointments with clients to review their objectives and present solutions that align with client needs, goals and risk tolerance.
• Establish and implement sales plans with the Insurance Company partner Wholesalers for product training and sales concept training to the Retail teams.
• Manage and implement the rollout of new product or sales initiatives working with Insurance Companies, Retail Management and Retail sales teams.
• Maintain and service books of business.
• Work with the GA and Retail sales team to manage cases through the application and underwriting process including explaining to client the underwriting process, working with Retail sales team and GA to obtain carrier requirements, and completing policy delivery requirements.
• Manage Policy Review process including training sales team on how to prospect for opportunities using policy reviews; work with the GA to evaluate policy reviews; and present policy review solutions to clients.
• Manage and conduct client seminars in partnership with Insurance Company Wholesalers and the Retail sales team.
• Participate in Retail call nights or other Retail sales initiatives as directed by FTIA or Retail Management.
• Keep current with Bank compliance, policies and procedures, and carrier relationships.
• Pursue professional studies and maintain familiarity with industry trends, products, and concepts.
• Meet and present sales ideas and complex topics with clients and their other professional advisors.
• Maintain all CE and other compliance requirements as determined by FTIA.
• Perform other duties as assigned.

• Securities Industry Essentials, Series 7 or 6, appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification.
• 7+ years industry experience.
• College Degree.
• MDRT Qualification History.
• Professional Designations.
• CLU, CFP, ChFC degrees highly desirable.

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. More information can be obtained upon request.

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. You can learn more about those programs on our  Careers page at:

Dallas, Texas 75201

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.