Retail Investment Consultant

Employment Type: Regular Full/Part Time: Full Time Division: Investment Advisors Location: ALPINE BANKING CENTER, GRAND RAPIDS, MIGENERAL FUNCTION:
Accountable for 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 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:
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, depositsSUPERVISORY 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
Job RequirementsMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Prior Brokerage Industry Experience

Series 7, Series 63, and State Insurance License

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 E.O.E., M/F/D/V