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Business Development Officer, Truist Investment Services, St Petersburg FL

Company: Suntrust
Location: Saint Petersburg
Posted on: November 26, 2022

Job Description:

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?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 SUMMARY 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. ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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 systemsTruist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Keywords: Suntrust, St. Petersburg , Business Development Officer, Truist Investment Services, St Petersburg FL, Other , Saint Petersburg, Florida

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