Investment Executive

4 weeks ago


Fort Lauderdale, Florida, United States Fifth Third Full time
Job Summary

We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for driving sales growth, coaching and developing a team of licensed retail bankers, and providing exceptional customer service.

Key Responsibilities
  • Achieve sales goals while prioritizing customer needs and interests.
  • Plan and conduct individual and group coaching sessions with retail bank employees to enhance their sales skills and product knowledge.
  • Develop and execute client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Handle daily client needs and problems, prioritizing tasks to resolve issues efficiently.
  • 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, and deliver exceptional customer experiences.
  • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and relevant coursework.
  • Ability to delegate tasks and follow-through on commitments.
  • Prepare necessary internal reports for sales tracking and coordinate with the team 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.
  • Serve as a coach and mentor for licensed bank employees, guiding and promoting progress toward established goals.
  • 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 coworkers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, relaying 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.

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.



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