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

Investment Executive, Financial Advisor

Key skills