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Investment Executive

2 months ago

Fort Lauderdale, Florida, United States Fifth Third Bank, N.A. Full time
Job Summary

Fifth Third Bank, N.A. is seeking a highly motivated and experienced Investment Executive to join our team. As an Investment Executive, you will be responsible for driving sales growth and providing exceptional client service to our customers.

Key Responsibilities
  • Develop and execute sales strategies to achieve targeted securities fee income goals
  • Coach and train licensed retail bankers on investment strategies and product solutions
  • 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
  • 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
  • Ability to delegate tasks and follow-through
  • Prepare necessary internal reports for sales tracking
  • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities
  • 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
  • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful
  • Guide and promote progress toward established goals for team
  • Recognize and reward achievement of goals
Requirements
  • 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