Job Description
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. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
5. Establish strong partn...
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