Business Development Officer (Select Customer) jobs in Sarasota, FL

Business Development Officer (Select Customer) develops and implements select customer referral strategies in order to increase client satisfaction and portfolio growth for affluent professional customers. Responsible for initial relationship and follow-up with prospects. Being a Business Development Officer (Select Customer) represents the bank to current and prospective customers and communicates directly with them. Develops and executes marketing and sales strategies according to business objectives. Additionally, Business Development Officer (Select Customer) prepares and presents sales results to top management. Retains and expands existing customer relationships and acquires new customers. May require a bachelor's degree. Typically reports to a manager or head of a unit/department. The Business Development Officer (Select Customer) contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Business Development Officer (Select Customer) typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

T
Business Development Officer, Truist Investment Services, Sarasota, FL
  • Truist Bank
  • Sarasota, FL FULL_TIME
  • Language Fluency: English (Required)


    Work Shift:

    1st shift (United States of America)

    Job Grade:

    108

    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 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. 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 systems

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  • 25 Days Ago

J
Development Officer
  • Jewish Family and Children's Service of the Suncoast
  • Sarasota, FL FULL_TIME
  • Strengthen agency's fund-raising capacity Establish a strategized giving program that focuses on engaging existing donors, contacting and engaging new prospects Establish personal relationships with d...
  • 16 Days Ago

J
Development Officer
  • Jewish Family and Children's Service of the...
  • Sarasota, FL FULL_TIME
  • Strengthen agency's fund-raising capacity Establish a strategized giving program that focuses on engaging existing donors, contacting and engaging new prospects Establish personal relationships with d...
  • 16 Days Ago

5
Customer Support Representative
  • 5MP Business Group
  • Sarasota, FL FULL_TIME
  • At 5MP Business Group, we have our eyes set on one goal: to make lives better, one interaction at a time. We're a global leader in business development and sales. We have been serving loyal clients in...
  • 14 Days Ago

F
Chief Development Officer (CDO)
  • Forty Carrots Family Center
  • Sarasota, FL FULL_TIME
  • Forty Carrots Family Center: Chief Development Officer Forty Carrots Family Center seeks a highly driven, experienced, personable, and forward-thinking leader to serve as Chief Development Officer (CD...
  • 20 Days Ago

A
Chief Development Officer
  • Aviva Senior Living
  • Sarasota, FL OTHER
  • Job Details Level: Senior Job Location: Kobernick House - Sarasota, FL Position Type: Full Time Salary Range: $90,000.00 - $120,000.00 Salary/year Job Category: Executive Description Aviva – A Campus ...
  • 5 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Business Development Officer (Select Customer) jobs found in Sarasota, FL area

N
Business Development Representative (BDR)
  • Network Craze Technologies
  • Port Charlotte, FL
  • Company Description: Network Craze Technologies is a leading provider of new and refurbished networking and technology e...
  • 4/24/2024 12:00:00 AM

B
Business Development Representative
  • BlueGrace Logistics
  • Riverview, FL
  • Learn more about this role via the video here Are you interested in launching your sales career in a consultative capaci...
  • 4/22/2024 12:00:00 AM

D
Director of Geospatial Business Development
  • Digital Aerial Solutions, LLC
  • Riverview, FL
  • Job Description Job Description Director of Geospatial Business Development Tampa based Geospatial Aerial Survey and Map...
  • 4/22/2024 12:00:00 AM

B
Outside Sales Representative - Sarasota, FL
  • Badger Infrastructure Solutions
  • In accordance with applicable law, the following represents Badger’s reasonable estimate of the hiring compensation rang...
  • 4/22/2024 12:00:00 AM

M
Business Development Coordinator - Sales Department- Jaguar Land Rover Sarasota
  • MORGAN AUTO GROUP
  • Sarasota, FL
  • Job Details Job Location Jaguar Land Rover Sarasota - Sarasota, FL Salary Range $17.00 - $20.00 Hourly Description Jagua...
  • 4/21/2024 12:00:00 AM

E
Business Development Representative
  • Ethos Risk Services
  • Saint Petersburg, FL
  • Job Description Job Description Ethos Risk Services is a quickly growing company in one of the most unique and exciting ...
  • 4/20/2024 12:00:00 AM

S
Business Development/Outreach Specialist
  • Staffosaurus
  • Tampa, FL
  • About the job Business Development/Outreach Specialist Business Development Representative Join Our Team The Business De...
  • 4/20/2024 12:00:00 AM

M
Business Development Associate
  • Meseret Consulting
  • Tampa, FL
  • Meseret's Business Development team is actively interviewing the best talent in the greater Tampa area, searching for th...
  • 4/20/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Business Development Officer (Select Customer) jobs
$96,333 to $118,899
Sarasota, Florida area prices
were up 1.5% from a year ago