Investment Executive

5 days ago


Nashville, Tennessee, United States Fifth Third Bank, N.A. Full time
Job Title: Investment Executive

At Fifth Third Bank, N.A., we are 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 driving sales of full range of securities products.

Key Responsibilities:
  • Lead a team of licensed retail bankers and provide coaching, training, and development opportunities.
  • Develop and implement sales strategies to achieve targeted securities fee income goals.
  • 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.
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 among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills.

We offer a competitive compensation package, including commission sales, recognition programs, and internal sales competition among co-workers. If you are a motivated and experienced professional looking for a challenging opportunity, please submit your application.


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