Business Development Specialist | Truist Financial | Charlotte, NC 28269

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  • United States, Charlotte, NC 28269 View on Map
  • Post Date : November 19, 2020
  • Apply Before : December 19, 2020
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Job Description

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?


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Regular or Temporary:

Regular


Language Fluency:
English (Required)


Work Shift:

1st shift (United States of America)


Please review the following job description:

This role supports sales efforts by actively promoting the team’s capabilities within an assigned channel or territory. The primary function is to drive advisor engagement and new client opportunities to their appropriate Insurance Strategists/Specialist. The Business Development Specialist (BDS) will educate, market, and advise partners by providing sales leads to other sales resources within the channel or territory. The BDS’s success will be measured by the number and quality of sales referrals and revenue generated from those referrals. A BDS is expected to provide regular in-person meetings and training and/or provide leadership within a channel or account. A BDS will also provide internal training and education as appropriate to make sure all parties have a shared knowledge and expectation.


Essential Duties and Responsibilities:

Following 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. Provide overall relationship management within an assigned channel, territory, or account.
2. Successfully build relationships with key partners to discuss complex sales concepts, marketing campaigns, and perform book reviews.
3. Maintain and grow the number of Client Seen opportunities to help impact the teams’ sales goal.
4. Proactive calling to all assigned prospects to build a pipeline of new opportunities.
5. Partner with organization leaders with all aspects of producer development and maintenance of business.
6. Maintain a proactive and supportive relationship with all channel, organizational, or territory sales resources within the team.
7. Work with advisors/producers to direct referrals to the appropriate sales resource.
8. Develop and implement marketing plans including meetings and webinars.
9. Participate in weekly team meetings and assist in establishing team priorities with the respective partners.


Required Skills and Competencies:

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. Preferred Bachelor’s degree in Business or equivalent education and related training
2. 3+ years experience in life insurance sales, wholesaling, or related.
3. NASD Series 6 and State Insurance Licenses preferable
4. Effective at written communication and small to large group presentations.
5. Ability to provide excellent customer service to both internal and external partners
6. Strong time management skills, with an ability to prioritize and accomplish multiple tasks simultaneously
7. Capable of working independently as well as in a team environment
8. Detail oriented, take-charge person with excellent relationship building skills and intermediate level skill in use of Microsoft PowerPoint, Excel, and Word
9. Well-developed life insurance product knowledge and a deep understanding of insurance sales concepts
10. If “In Market”, consistent travel within a given territory is expected; or if covering remotely up to 25% of travel is expected.


Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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