Business Development Officer

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.

• 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.

• Required Qualifications:
• 1. Bachelor's degree or equivalent education, training and work-related experience
• 2. Demonstrated ability to effectively manage people and projects
• 3. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
• 4. Strong writing and presentation skills
• 5. Significant experience planning client and prospect events
• 6. Ability to effectively present information to top management, public groups, and/or boards of directors
• 7. Demonstrated proficiency in basic computer applications such as Microsoft Office products

• 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