CI
Strategic Planning & Partnership Development Intern at WHOI supporting OceanWorks initiative. Focusing on innovation, partnerships, and commercialization in oceanographic research.
About the role
- Investment Executive at Fifth Third Bank coaching and developing a team of licensed bankers. Engaging with clients to identify financial solutions and achieve sales goals.
Responsibilities
- Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
- May handle large book of clients with more complex financial profiles.
- Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory.
- Design and customize coaching sessions to train bankers on investment strategies and product solutions.
- Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
- Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
- Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
- Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
- Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
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.
- 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.
Benefits
- Comprehensive benefits programs
- Employee recognition programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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