Investment Executive, Financial Advisor

Jobtailor

Phoenix (AZ)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Jobtailor in Phoenix, AZ seeks a dynamic leader to coach and train licensed retail bankers, manage a diverse client portfolio, and drive sales growth. The role emphasizes investment strategies, financial solutions, and educating bankers on complex financial products.

The ideal candidate leverages Series 7/66 licenses and Variable Annuity license, maintains strong client relationships, and travels within the assigned territory to grow the business.

Qualifications

Prior Brokerage Industry Experience
Series 7 License, Series 66 License and appropriate state required insurance licenses
Variable Annuity License is required
Ability to motivate others in a team environment
Ability to transfer knowledge through coaching and teaching skills
Demonstrated ability to simplify and communicate complex financial concepts
Proven experience in building strong 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

Responsibilities

Accountable for overall production and coaching of licensed retail bankers
Handle large book of clients with complex financial profiles
Design and customize coaching sessions to train bankers on investment strategies
Conduct solo and joint appointments with bankers to identify potential clients
Maintain presence within the bank to develop relationships
Achieving sales goals while serving client needs
Plan and conduct coaching sessions with retail bank employees
Develop and conduct client meetings to close sales
Handle daily client needs and prioritize tasks
Manage sales planning to drive financial results
Conduct internal and external seminars for business growth

Skills

Coaching and Training

Client Relationship Management

Sales Planning

Investment Strategies

Financial Solutions

Team Collaboration

Motivational Skills

Communication Skills

Presentation Skills

Education

Series 7 License

Series 66 License

Variable Annuity License

Insurance Licenses (State)

Job description

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
Handle large book of clients with complex financial profiles
Design and customize coaching sessions to train bankers on investment strategies
Conduct solo and joint appointments with bankers to identify potential clients
Maintain presence within the bank to develop relationships
Achieving sales goals while serving client needs
Plan and conduct coaching sessions with retail bank employees
Develop and conduct client meetings to close sales
Handle daily client needs and prioritize tasks
Manage sales planning to drive financial results
Conduct internal and external seminars for business growth

Requirements

Prior Brokerage Industry Experience
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses required
Variable Annuity license is required
Ability to motivate others in a team environment
Ability to transfer knowledge through coaching and teaching skills
Demonstrated ability to simplify and communicate complex financial concepts
Proven experience in building strong 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

Core Competencies

Demonstrates expertise in coaching and developing licensed retail bankers while effectively managing client relationships and achieving sales goals. Possesses strong knowledge of investment strategies, financial products, and the brokerage industry.

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