Investment Executive

2 weeks ago

Knoxville, Tennessee, United States Fifth Third Full time
Job Title: Investment Executive

Join Fifth Third Bank as an Investment Executive and take on a challenging role that requires strong leadership and sales skills. 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:
  • Plan and conduct individual and group coaching sessions with retail bank employees to develop their skills and 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, prioritize and delegate tasks to resolve, and maintain relationships through post-appointment follow-up.
  • Manage sales planning for self and for 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, and coordinate and communicate with team on a daily basis.
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, transfer knowledge through highly developed coaching and teaching skills, and simplify and communicate complex financial concepts.

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and engaging work environment that promotes diversity, equity, and inclusion.

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