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. Five years of marketing experience in a brokerage firm with significant supervisory responsibility
3. Demonstrated ability to effectively manage people and projects
4. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
5. Strong writing and presentation skills
6. Significant experience planning client and prospect events
7. Ability to effectively present information to top management, public groups, and / or boards of directors
8. 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
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.
Business Development Executive - Dallas
We are currently looking for a Business Development Executive to join our team in Dallas. As a Business Development Executive, you will:. Act as a strategic relationship and business developer, focused on increasing market share through identifying and securing new sales from competitively held targ...
SAP MDG Business Partner Consultant Dallas, TX nts/rima
Conduct and coordinate business blueprint workshops with business and cross-functional teams to understand client requirements for the SAP data migration project & enhancements. SAP MDG Business Partner Consultant. Attend meetings & closely follow the strategic direction & decisions set ...
Business Development Executive - Dallas
We are currently looking for a Business Development Executive to join our team in Dallas. As a Business Development Executive, you will:. Act as a strategic relationship and business developer, focused on increasing market share through identifying and securing new sales from competitively held targ...
Business Development Manager (Dallas, TX Market)
The Business Development Manager will grow our market share in the commercial roofing industry by prospecting and generating new commercial business, as well as perform cold calls in the field to generate new permanent sales, support existing clients, and have the ability to conduct product demonstr...
Middle Market Banker II - Dallas, TX
Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client exp...
Immediate Hire / Care Giver (Dallas/Plano)
The candidate must be willing to drive to Dallas, TX for an onsite interview. Provide personal assistance and/ or health-related services to patients/clients in their place of residence; provide a safe and clean environment; work cooperatively with patients/clients and family; and report observation...
Business Development Manager, TX
The Business Development (BD) Manager is the in-market category & brand expert that leads consumer & trade demand generation for our brands. Helps refine and evolve the business development role by observing and recommending positive enhancements to the role and how it works and how it can better en...
Senior Director of Business Services
The Senior Director of Business Services serves as the key financial officer for all of University Housing at UT Dallas. All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Lead...
Business Development Director - Managed Security Services
Business Development Director – RSM Managed Security Services. This Business Development Director will concentrate on professional services in the area of Managed Security. The Business Development Director is responsible for leading all aspects of the sales process, including systematic prospect ta...
Maintenance Technician II - Dallas, TX
Operations is at the heart of Amazon’s business. Reliability Maintenance & Engineering (RME) are the business partners that work tirelessly behind the scenes to make it all happen. Step 5: Your video interview will be reviewed by Amazon Hiring Team and you will be notified of next steps via email wi...