Customer Success Jobs in South Carolina

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. 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

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.

Truist is an Equal Opportunity Employer that does not discriminate 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.

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)