Investment Sales Leader & Coach for Licensed Bankers

Fifth Third; Chapin (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank in Chapin, South Carolina, is seeking a leader to manage a team of licensed retail bankers and drive securities sales within the territory. The role emphasizes coaching, training, and ensuring compliance while pursuing growth in client relationships and overall financial results.

The position requires Series 7/66 and insurance licenses, with a strong background in the securities business. Travel within the territory is expected, and compensation includes incentive-based pay in

Qualifications

• Brokerage experience and ability to coach sales teams.
• Knowledge of securities products and client needs analysis.
• Strong presentation and coaching skills.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop client meetings to review accounts and close sales.
• Handle daily client needs and prioritize tasks to resolve.
• Post-appointment follow-up to generate referrals.
• Manage sales planning to drive goals and financial results.
• Maintain knowledge of financial products through study and coursework.
• Coordinate with team to ensure accurate completion of duties.
• Conduct seminars to focus on business development and growth.

Education

Series 7, 66 licenses and state insurance licenses

Variable annuity license

Job description

Fifth Third Bank in Chapin, South Carolina, is seeking a leader to manage a team of licensed retail bankers and drive securities sales within the territory. The role emphasizes coaching, training, and ensuring compliance while pursuing growth in client relationships and overall financial results.

The position requires Series 7/66 and insurance licenses, with a strong background in the securities business. Travel within the territory is expected, and compensation includes incentive-based pay in