Business Development Officer, Truist Investment Services, Boca Raton, FL

Truist • Boca Raton, FL

3d • Onsite

About The Position

The Business Development Officer position at Truist Investment Services in Boca Raton, 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 short- and long-term strategic planning and overall 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
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• vacation
• sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

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