Business Development Officer, Truist Investment Services, Norfolk, VA
About The Position
The Business Development Officer directs and executes marketing and direct sales activities for a Financial Advisor team, with the goal of increasing client retention and sustaining and growing revenue. The position provides leadership to the team and contributes to its short- and long-term strategic planning and overall training. The role participates in setting the team’s strategic direction, develops and executes branding strategy, creates external marketing collateral, and builds relationships with community centers of influence and internal partners to support referrals and new revenue. It also involves staying current on Truist Wealth products and continuing education, planning team events, and overseeing contact management tools used to track business and prospecting activities.
Requirements
- Bachelor’s degree or equivalent education, training, and work-related experience.
- Demonstrated ability to effectively manage people and projects.
- Thorough understanding of the advertising review process mandated by 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.
- Proficiency in basic computer applications, such as Microsoft Office products.
Nice To Haves
- FINRA Series 7 and 66 (or 63/65) licenses and Life & Health Insurance licenses.
- Sound working knowledge of holistic banking and investment platforms, products, services, operations, and systems.
Responsibilities
- Participate in establishing the Financial Advisor team’s strategic direction to increase revenue.
- Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
- Create external marketing collateral.
- Facilitate direct calling to centers of influence within the community and build strong relationships with internal partners to foster new revenue sources and increase referral activity.
- Remain knowledgeable about products offered by Truist Wealth and complete continuing education requirements.
- Plan and execute team events, including events co-branded with internal partners such as Wealth and Insurance.
- Oversee use of contact management tools to track business and prospecting activities.
- Contribute to the Financial Advisor team’s short- and long-term strategic planning and overall training.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
