Virtual Financial Solutions Advisor

Truist; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist in Orlando seeks an experienced client-focused sales professional to deliver financial guidance and solutions through virtual channels. You will engage with prospects and existing clients, assess needs, and recommend suitable products and services in a caring, consultative manner.

The role emphasizes proactive outreach, cross-functional collaboration, and adherence to policies, while supporting revenue growth and client onboarding efforts.

Qualifications

• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment.

Responsibilities

• Meet with prospects and clients virtually to assess needs and make product recommendations.
• Support the Virtual Solutions Delivery Team sales process with consultative conversations and referrals.
• Outreach to targeted clients and set up appointments for financial reviews.
• Maintain availability to deliver a strong client experience for inbound calls.
• Resolve complex servicing issues by leveraging available resources.

Skills

Client relationship building

Sales experience

Communication

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Orlando seeks an experienced client-focused sales professional to deliver financial guidance and solutions through virtual channels. You will engage with prospects and existing clients, assess needs, and recommend suitable products and services in a caring, consultative manner.

The role emphasizes proactive outreach, cross-functional collaboration, and adherence to policies, while supporting revenue growth and client onboarding efforts.