CAC Analyst II

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: SalesExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Independent","Goal-oriented","Self-management","Team collaboration"]

Handle inbound customer calls while identifying sales opportunities and answering questions to established standards. Consult with clients to uncover needs and provide value through holistic financial planning, explaining how investment solutions fit individual goals. Use technology to communicate and support portfolio strategy. Ensure transactions and practices within your control comply with regulations and the Truist Code of Conduct, while meeting program licensing and evaluation requirements.

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Truist Financial
Truist Financial
22 hours ago

CAC Analyst II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Handle inbound customer calls while identifying sales opportunities and answering questions to established standards. Consult with clients to uncover needs and provide value through holistic financial planning, explaining how investment solutions fit individual goals. Use technology to communicate and support portfolio strategy. Ensure transactions and practices within your control comply with regulations and the Truist Code of Conduct, while meeting program licensing and evaluation requirements.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Handle inbound calls from customers to identify sales opportunities
  • •Answer customer questions within set standards
  • •Consult with clients to uncover needs and provide value through holistic financial planning
  • •Demonstrate how investment solutions match client needs and build investment portfolios
  • •Ensure business transactions and practices comply with regulations and the Truist Code of Conduct

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •College degree (finance preferred) from an accredited institution
  • •2-3 years of experience
  • •Superior written and oral communication abilities
  • •Independent, entrepreneurial, goal-oriented mindset
  • •Ability to self-manage, adapt in a fast-paced environment, and collaborate with teams
Experience:2-3 years
Education:Bachelor's in Finance
Skills:CommunicationIndependentGoal-orientedSelf-managementTeam collaboration
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn