Investment Executive, Financial Advisor

Responsibilities

• Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
• May handle large book of clients with more complex financial profiles
• Achieving sales goals while serving the clients' best interests
• Plan and conduct individual and group coaching sessions with retail bank employees
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers
• Handle daily client needs and problems and prioritize and delegate tasks to resolve
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework
• Prepare necessary internal reports for sales tracking
• Conduct internal and external seminars to focus on business development and growth
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
• Serves as a coach and mentor for licensed bank employees

• Prior Brokerage Industry Experience
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required
• Variable Annuity license is required
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers
• Ability to motivate others in a team environment
• Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes
• Demonstrated ability to simplify and communicate complex financial concepts
• Proven experience in building strong internal and external client relationships
• Highly developed knowledge of the securities business, investment products and financial solutions
• Highly developed sales and presentation skills.
• Travel required within assigned territory