Investment Executive

Description Employment Type:  Regular

Full/Part Time:  Full-time

Division:  Division Investment Advisors

Job Description:  GENERAL FUNCTION: 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 closing the sales. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. ESSENTIAL DUTIES & RESPONSIBILITIES: * Achieving sales goals while serving the clients' best interests. * Plan and conduct individual and group coaching sessions with retail bank employees. * Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. * Handle daily client needs and problems and prioritize and delegate tasks to resolve. * Post-appointment follow up to maintain relationships and develop referrals from existing client base. * Manage sales planning for self and for team to drive sales, and achieve designated goals 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. * Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. * Conduct internal and external seminars. * Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits. SUPERVISORY RESPONSIBILITIES: * Serves as a coach and mentor for licensed bank employees. * Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. * Guide and promote progress toward established goals for team. * Recognize and reward achievement of goals.

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Requirements MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Prior Brokerage Industry Experience. * Series 7, Series 63, and State Insurance License 65. * 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.