Business Development Officer, Truist Investment Services, Tampa, FL

Role responsibilities

The Business Development Officer will direct and execute marketing and sales activities for a Financial Advisor team to increase client retention and revenue. They will also provide leadership and contribute to the strategic planning and training of the team.

Requirements

Candidates must have a bachelor's degree or equivalent experience, along with demonstrated ability to manage people and projects. Strong writing and presentation skills, as well as proficiency in Microsoft Office, are also required.

Key skills

Business Development, Sales, Marketing, Client Retention, Project Management, Event Planning, Communication, Leadership, Presentation Skills, Relationship Building, Financial Services, Advertising Review, Microsoft Office, Networking, Strategic Planning, Training

Keywords

Business Development, Sales, Marketing, Client Retention, Financial Advisor, Revenue Growth, Leadership, Strategic Planning, Event Planning, Advertising Review, FINRA, Microsoft Office, Networking, Relationship Building, Training, Holistic Banking, Investment Services