Brokerage Business Development Officer

Regular, full-time position. Fluency in English required. 1st shift.

About the Role

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.

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.

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.

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.

Pay

Annual base salary of $57,000.00.

Benefits

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 vary. Truist offers:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year of employment, along with 10 sick days and paid holidays.
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.