Business Development Officer, Truist Investment Services, Norfolk, VA
At a glance
Mid-level Business Development role at Truist. Norfolk · full-time · $57,880–$106,730 base.
growthroles summary, based on the employer's posting.
What you'll do
- Help set the financial advisor team's direction, then carry out plans that support revenue growth
- Build and run a consistent brand approach to retain clients and bring in new business
- Create external marketing materials and organize team events, including joint events with Wealth and Insurance
- Call community referral sources and strengthen internal partnerships to increase introductions and revenue
- Track sales and prospecting activity through contact management tools, while staying current on offered products
What you bring
- A bachelor's degree or equivalent education, training and relevant work experience
- Experience leading people and projects, with strong writing and presentation ability
- A solid grasp of FINRA advertising review rules and substantial experience planning client and prospect events
- Proficiency with Microsoft Office and the ability to present to executives, public audiences or boards
Who this fits
This role suits someone who can lead a financial advisor team while handling its marketing, direct sales and event work. English fluency is required, and the role is listed for Norfolk, Virginia. The Series 7, 66 or 63/65, and Life and Health licenses are preferred, not required.
From the employer
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.
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:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
JOB SUMMARYDirect 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
3. Create all external marketing collateral.
4. 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.
5. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
6. Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
7. Oversee the use of contact management tools to track all business and prospecting activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education, training and work-related experience
2. Demonstrated ability to effectively manage people and projects
3. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
4. Strong writing and presentation skills
5. Significant experience planning client and prospect events
6. Ability to effectively present information to top management, public groups, and/or boards of directors
7. Demonstrated proficiency in basic computer applications such as Microsoft Office products
Preferred Qualifications:
1. FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems
The annual base salary for this position is $57,880-106,730
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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