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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for the manipulation and importing of data from business application systems, and the development and management of customized reporting. Assist in maintenance of CRM. Provide training and support on digital, marketing and sales tools for sales representatives and sales management. In conjunction with marketing teammates, support the sales and business development activities of premium finance through the creation of marketing materials, including presentations, webinars, events/conferences to support campaigns. Participate in other marketing and digital sales activities and projects, as needed.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. Customize and maintain business line reporting.
2. Work with Project Managers to extract data from application systems; and coordinate data movement and manipulation from internal systems and CRM.
3. In support of digital sales and marketing, develop key themes learned from Adobe analytics and application systems.
4. Assist with planning digital technology projects, including hosting sales readiness meetings/training and representing premium finance at conferences and events.
5. Analyze client data and sales activities and provide recommendations for improvements.
6. Serve as liaison for CRM system
7. Develop customized marketing materials, presentations and other assets for sales and other organizational stakeholders.
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. Bachelor's degree or equivalent education and related training
2. Three years of relevant business experience in Marketing and/or Sales
3. CRM experience
4. Social media management experience
5. Strong verbal and written communication skills
6. Excellent ability to communicate effectively in group training sessions
7. Ability to interact well with all levels of management
8. Demonstrated proficiency in Microsoft Excel
9. Knowledge and understanding of Microsoft Office software products
10. Strong organizational skills
11. Attention to detail
12. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Previous experience in developing customized reporting
2. Financial services and/or Insurance industry experience
Location flexible/remote.
#LI-remote
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.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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