Virtual Financial Solutions Advisor

Truist; United States; Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid time off

Job summary

Truist is seeking an experienced individual contributor to deliver a distinctive client experience in a virtual environment. The role focuses on assessing client needs, recommending financial products, and guiding clients through deposits, lending, and digital empowerment.

Strong communication and regulatory compliance are required, with weekend/extended hours as needed. The position is regular full-time in a remote setting, with comprehensive benefits and opportunities for professional growth

Qualifications

• High school diploma or equivalent education.
• 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment with NMLS background check.
• Ability to multi-task under time constraints.
• Ability to work weekends and/or extended hours.

Responsibilities

• Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs and make product recommendations.
• Supports the Virtual Solutions Delivery Team sales process through consultative conversations and referrals for complex needs.
• Contacts targeted clients proactively to set up appointments for financial reviews.
• Remains available per schedule to deliver an exceptional client experience for inbound calls.
• Manages/solves complex servicing issues by leveraging Truist resources and referrals.
• Meets individual performance goals related to revenue/profit growth and deposit/lending solutions.
• Participates in all components of the Virtual Solutions Delivery CARES routines.
• Advances knowledge of sales techniques and product knowledge through meetings and training.
• Adheres to schedule, internal controls, procedures, and risk management policies.

Job description

Truist is seeking an experienced individual contributor to deliver a distinctive client experience in a virtual environment. The role focuses on assessing client needs, recommending financial products, and guiding clients through deposits, lending, and digital empowerment.

Strong communication and regulatory compliance are required, with weekend/extended hours as needed. The position is regular full-time in a remote setting, with comprehensive benefits and opportunities for professional growth