Premier Advisor - Decatur, GA
Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales","Relationship management","Written communication","Verbal communication","Presentation skills","Computer proficiency"]Serve as the primary relationship manager for a portfolio of mass affluent clients, delivering personalized service and growing revenue through banking, mortgage, planning, investments, and insurance solutions. Build trusted client relationships using personal financial planning and advisory concepts, leverage referral networks for new client acquisition, and meet profitability, retention, and sales activity goals while partnering with internal IRM specialists.

