Business Development Officer, Truist Investment Services, Naples, FL

Truist • Naples, FL

7d • Onsite

About The Position

The Business Development Officer position at Truist Investment Services in Naples, FL, is responsible for directing and executing all marketing and direct sales activities for a Financial Advisor team. The primary goals are to increase client retention, sustain and grow revenue, provide leadership to the Financial Advisor team, and contribute to strategic planning and team training.

Requirements

• Bachelor's degree or equivalent education, training and work-related experience
• Demonstrated ability to effectively manage people and projects
• A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
• Strong writing and presentation skills
• Significant experience planning client and prospect events
• Ability to effectively present information to top management, public groups, and/or boards of directors
• Demonstrated proficiency in basic computer applications such as Microsoft Office products

Nice To Haves

• FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
• Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems

Responsibilities

• Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
• Create all external marketing collateral.
• Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
• Oversee the use of contact management tools to track all business and prospecting activities.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation time
• Sick days
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level