Business Development Officer

Truist•Raleigh, NC

1d•Onsite

About The Position

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team.

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.