Investment Executive & Team Coach (Securities)

Fifth Third; South Carolina; Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Fifth Third Bank in Chapin, South Carolina, seeks an Investment Executive (Financial Advisor) to lead client engagements, grow a book of business, and provide tailored investment solutions.

You will train licensed bankers, conduct client meetings, and work across a range of securities products while traveling within the territory; compensation is largely incentive-based with benefits.

Formación

• Prior brokerage industry experience is required.
• Series 7 and 66 licenses (or 63/65) and state insurance licenses are required; variable annuity license also required.
• Must be motivated by commission-based sales and able to coach and develop others.

Responsabilidades

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bankers.
• Develop client meetings to review accounts and close sales.
• Handle daily client needs and problems; delegate tasks as needed.
• Post-appointment follow-up to maintain relationships and develop referrals.

Conocimientos

Brokerage industry experience

Series 7/66 licenses

State insurance licenses

Variable annuity license

Sales coaching

Descripción del empleo

Fifth Third Bank in Chapin, South Carolina, seeks an Investment Executive (Financial Advisor) to lead client engagements, grow a book of business, and provide tailored investment solutions.

You will train licensed bankers, conduct client meetings, and work across a range of securities products while traveling within the territory; compensation is largely incentive-based with benefits.