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Insurance Specialist - Dallas, TX

Fifth Third Bank · Dallas, Texas, US

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth...

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. 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. ESSENTIAL DUTIES AND RESPONSIBILITIES: - 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 th...