Investment Executive
4 days ago
Fifth Third Bank, National Association is seeking a highly motivated and experienced Investment Executive to join our team. As an Investment Executive, you will be responsible for leading a team of licensed retail bankers and achieving sales goals while serving clients' best interests.
Key Responsibilities:- Achieve sales goals while prioritizing clients' needs and interests.
- Plan and conduct individual and group coaching sessions with retail bank employees to enhance their sales and product knowledge.
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
- Handle 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, 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 a daily basis to ensure 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, such as loans, estate planning, and 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.
- 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.
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Investment Executive
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Investment Executive
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1 week ago
Chicago, Illinois, United States Fifth Third Full timeJob Title: Investment ExecutiveAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As an Investment Executive, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and execute sales strategies to achieve targeted securities fee income...
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Chicago, Illinois, United States Fifth Third Bancorp Full timeJob Title: Investment ExecutiveAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As an Investment Executive, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and execute sales strategies to achieve targeted securities fee income...
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Investment Executive
1 week ago
Chicago, Illinois, United States Fifth Third Full timeJob Title: Investment ExecutiveAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As an Investment Executive, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and execute sales strategies to achieve targeted securities fee income...
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