Wealth National Sales Consultant

1 month ago

Atlanta, Georgia, United States Truist Financial Full time
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:

Regular
Language Fluency:
 English (Required)
Work Shift:

1st shift (United States of America)
Please review the following
Job Description:

Provide strategy to further enhance project management initiatives for various National Sales team projects, helping to drive revenue generation for advisors within Wealth. This teammate will have an overall understanding of the Wealth line of business and supporting operating systems, policies and procedures throughout Truist. Participate in and head various projects, activities and events driven by the National Sales team. Create and develop sales enablement tools in support of National Sales Activities across Truist Wealth.
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.
  • Develop and manage moderately complex projects independently to achieve long-term objectives supporting the Wealth strategy
  • Develop and execute activities and planning regarding National Sales strategies and initiatives that will enhance advisors' abilities to achieve revenue goals
  • Work closely with the National Sales Strategy Director to develop and implement strategies based on consultations with business leaders inside and outside the business unit to achieve business objectives
  • Develop and execute process improvements to align with Truist goals and objectives in conjunction with the Wealth National Sales Associate
  • Make recommendations and implement new tools to help bring scalability to National Sales
  • Possess an In-depth understanding of Truist Wealth functions, structure and processes and be able to integrate into all business functions to further the ability for advisors to be successful
  • Conduct research and analysis as needed
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
  • Experience on project teams and managing a segment of project work
  • Demonstrated ability to achieve desired results and excellence in analysis, change management, project management, negotiation and persuasion
  • Strong problem-solving, strategic planning and partnership skills
  • Excellent verbal and written communication skills.
  • Excellent technology skills with an emphasis on the MS Suite of Products
PREFERRED QUALIFICATIONS
  • Three years of experience within financial services industry or other related business
  • FINRA Registrations:
    SIE, S7, 66 or 63/65
Truist stands for better
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
Touch. Technology. Trust
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
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.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Estimated Salary: $20 to $28 per hour based on qualifications.

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