Investment Executive

4 weeks ago


Fort Lauderdale, Florida, United States Fifth Third Full time
Job Title: Investment Executive

At Fifth Third Bank, we're committed to connecting great people with great opportunities. As an Investment Executive, you'll play a key role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Lead a team of licensed retail bankers to achieve sales goals and provide exceptional customer service.
  • Develop and implement coaching sessions to train bankers on investment strategies and product solutions.
  • Conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Manage daily client needs and problems, prioritizing and delegating tasks to resolve.
  • Post-appointment follow-up to maintain relationships and develop referrals from existing client bases.
  • Manage sales planning for self and team to drive sales, client experience, and financial results.
Requirements:
  • Prior brokerage industry experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
  • Variable Annuity license.
  • Motivated by commission sales, recognition programs, and internal sales competition.
  • Ability to motivate others in a team environment.
  • Highly developed coaching and teaching skills.

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive culture where everyone feels valued and empowered to succeed.



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