Truist
Brokerage Business Development Officer
Cleveland, OH · Part-time
Sponsorship not specifiedDetected 67 days ago
AccessibilityBrand StrategyBusiness DevelopmentLeadershipMicrosoft Office
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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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.
- Following is a summary of the essential functions for this job.
Responsibilities
- 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.
- Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
Requirements
- 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
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- If you already have a profile with us, you can log in to check status.
- English (Required)
- 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.
- 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
- Preferred Qualifications:
- FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
- The annual base salary for this position is $57,000.00
Nice to have
- Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work
Skills
- Oversee the use of contact management tools to track all business and prospecting activities.
Compensation
- The annual base salary for this position is $57,000.00
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- For more details on Truist's generous benefit plans, please visit our Benefits site.
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
Visa & Work Authorization
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.