Business Development Officer – Truist Investment Services
| Company | Truist |
|---|---|
| Location | Manassas, VA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree or equivalent education, training and work-related experience
- Five years of marketing experience in a brokerage firm with significant supervisory responsibility
- 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
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.
Preferred Qualifications
- 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