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.
Handles inbound calls from clients independently while looking for sales opportunities. Answers client questions within set standards.
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
Leverage technology to interact with clients for communication, portfolio strategy, and display.Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the Truist Code of ConductQUALIFICATIONS
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.
- 3+ years experience in retail brokerage or securities industry experience
- Strong communications, sales and presentations skills and organizational skills with an emphasis on proactive outbound calling
- Background and understanding of basic financial planning and asset allocation techniques
- Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques
- Sufficient knowledge of essential systems to assist in trade execution
- Series 7, and 66 or equivalent registrations are required
- Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Preferred Qualifications :
Undergraduate degree in business, accounting, or related fieldMBA, CFP, CFA, CIMA 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.
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