Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

H01

Please review the following job description:

Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals. Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based Customer Relationship Management system). Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person.

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. Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities.
2. Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests.
3. Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed.
4. Collaborate with internal and external sales partners to further financial professional business development opportunities.
5. Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals.
6. Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services.
7. Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts).
8. Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed.
9. Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex.
10. Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills.
11. Assist with training of other teammates.
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. Effective interpersonal and written communication skills
2. Ability to provide excellent customer service to both internal and external customers
3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PCs in a Windows environment
8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor's degree or equivalent education, training and work-related experience
Preferred Qualifications:
1. Prior phone-based sales or service experience
2. Experience in financial services

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.